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AVIOR WEALTH MANAGEMENT, LLC
CRD 148674 · SEC 801-69773
14301 FIRST NATIONAL BANK PARKWAY, SUITE 410, OMAHA, NE, 68154, United States
Phone
402-218-4064
Fax
402-403-1436
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.46B
Discretionary AUM
$6.04B
Team
170 total employees; 125 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2487 | $680.3M |
| High net worth individuals | 2288 | $4.91B |
| Banking/thrift institutions | 3 | $63.6M |
| Pension/profit sharing plans | 71 | $406.6M |
| Charitable organizations | 11 | $38.5M |
| Corporations/business entities | 34 | $362.7M |
States served
VT, AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.scfincialservices.com
- https://www.meetaviorwealth.com/
- https://www.instagram.com/aviorwealth/
- https://www.facebook.com/RyherdVerdantWealth/
- HTTP://WWW.AVIORWEALTH.COM
- HTTPS://WWW.LINKEDIN/COMPANY/2094158
- HTTPS://WWW.FACEBOOK.COM/AVIOR-WEALTH-MANAGEMENT-LLC-206596646029376/
- http://ecorpus.com
- http://www.aviorwealthmn.com
Official SEC filing: View on IAPD