Avior Wealth Management, LLC
● SEC registered since 2008CRD 148674SEC# 801-69773Omaha, NE
Reg. AUM
$6.46B
Employees
170
Accounts
4,894
Location
Omaha, NE
Avior Wealth Management, LLC assets under management
Avior Wealth Management, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2008. It reports $6.5 billion in regulatory assets under management and employs 170 people.
Avior Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avior Group, LLC Control | Owner | Over 75% | 2024 |
| Brandon Matthew Kanoy Control | Cfo | Under 5% | 2023 |
| Britt Edward Campbell Control | Ceo | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Avior Wealth Management, LLC manage?
Avior Wealth Management, LLC reports $6.5 billion in regulatory assets under management on its Form ADV.
How many employees does Avior Wealth Management, LLC have?
Avior Wealth Management, LLC reports 170 employees.
Where is Avior Wealth Management, LLC located?
Avior Wealth Management, LLC is based in Omaha, NE and has been SEC-registered since 2008.
Does Avior Wealth Management, LLC disclose fund performance?
Avior Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14301 First National Bank Parkway, Suite 410, Omaha, NE 68154 |
| Phone | 402-218-4064 |
| Fax | 402-403-1436 |
| Office hours | 8a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1599868 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.46B▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$6.46Bregulatory AUM
Discretionary $6.04BNon-discretionary $424.5M