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AVIOR WEALTH MANAGEMENT, LLC
CRD 148674File 801-69773
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.AVIORWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 201 | 170 | decreased by31 |
| Apr 1, 2026 | Clients | 4,385 | 4,894 | increased by509 |
| Apr 1, 2026 | AUM | $5,083,670,234 | $6,464,235,428 | increased by$1,380,565,194 |
| Apr 1, 2026 | Accounts | 4,385 | 4,894 | increased by509 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 78 | 201 | increased by123 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,451 | 4,385 | increased by1,934 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,314,418,882 | $5,083,670,234 | increased by$2,769,251,352 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,451 | 4,385 | increased by1,934 |
| Aug 1, 2022 | Employees | 43 | 78 | increased by35 |
| Apr 1, 2022 | Employees | 39 | 43 | increased by4 |
| Apr 1, 2022 | Clients | 1,565 | 2,451 | increased by886 |
| Apr 1, 2022 | AUM | $1,673,429,378 | $2,314,418,882 | increased by$640,989,504 |
| Apr 1, 2022 | Accounts | 1,581 | 2,451 | increased by870 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVIOR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVIOR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.