The Woodlands, TX Office
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Avior Wealth Management, LLC
Multi-team
Firm-wide stats for Avior Wealth Management, LLC
About
Avior Wealth Management serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions — with discretionary and non‑discretionary investment management, financial planning, pension consulting, and business consulting services. The firm also provides held‑away account management for retirement plan and annuity assets and offers both modular and comprehensive financial planning engagements.
The firm’s investment approach is primarily fundamental analysis, using both long‑term and short‑term positions and a mix of direct portfolio management and separately managed account (SMA) models that utilize third‑party sub‑advisers. Avior typically implements accounts through Charles Schwab or Fidelity custodians, may negotiate SMA arrangements and prime brokerage services, and uses a third‑party platform (Pontera) to review and rebalance held‑away plan and annuity accounts.
Compared with many peers, Avior maintains related operating businesses — including an affiliated tax and accounting firm and an insurance subsidiary — and discloses referral and compensation arrangements with those affiliates and with outside “promoters,” which can affect referral economics and service delivery. The firm also notes that some financial professionals are dually registered with a broker/dealer and that it serves banking or thrift institution clients, both of which are less common among enterprise advisers of this size.
Based on Avior Wealth Management, LLC
Location
10655 Six Pines Dr., Suite 100
The Woodlands TX 77380
Advisors at this office
3
Advisors at this office
David V
Series 63
The Woodlands, TX
Avior Wealth Management, LLC
David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.
Daniel B
Series 65
The Woodlands, TX
Avior Wealth Management, LLC
Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.
Morris M
Series 63, Series 65
The Woodlands, TX
Avior Wealth Management, LLC
Morris Monroe is a financial advisor at Avior Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Navigator Securities Ltd and Woodlands Asset Management Inc. Monroe also serves as a director at Woodlands Financial Services and is a co-member of Timberloch Capital LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies and offering a range of services including comprehensive financial planning and business consulting.
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