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AVIOR WEALTH MANAGEMENT, LLC
CRD 148674File 801-69773
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.46B
Top 25% of cohort (national)
Discretionary AUM
$6.04B
Non-discretionary $424.5M
Clients
4,894
4,894 accounts
Employees
170
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 4, 2008
- Principal office
- 14301 FIRST NATIONAL BANK PARKWAY, SUITE 410, OMAHA, NE, 68154
- Phone
- 402-218-4064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.46B
- Discretionary AUM
- $6.04B
- Non-discretionary AUM
- $424.5M
- Discretionary accounts
- 4,810
- Non-discretionary accounts
- 84
- Total accounts
- 4,894
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $362.7M |
| Charitable organizations | 11 | $38.5M |
| High net worth individuals | 2,288 | $4.91B |
| Banking or thrift institutions | Fewer than 5 | $63.6M |
| Pension and profit sharing plans | 71 | $406.6M |
| Individuals (other than high net worth individuals) | 2,487 | $680.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.