Avior Wealth Management, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 148674
- Registered since
- December 4, 2008
- Website
- avior.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76%
- Individuals10.52%
- Pension & Profit Sharing Plans6.29%
- Corporations / Businesses5.61%
- Banking / Thrift Institutions0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Avior Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2008 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation is billed primarily as a percentage of assets under management with some fixed‑fee engagements. Avior also maintains insurance brokerage and accounting capabilities alongside its advisory practice, which helps explain its use of annuities and other insurance‑linked products in client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities21%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds1%
Owners & executives
3 of 9
Andrea Mcmahon
Owner and Chief Investment OfficerCRD 1568097
Mary Campion
CIOCRD 2128645
Stephen Esch
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 6135866
Contacts
3 of 65
Mark Wyhlidko
Investment Advisor RepresentativeCRD 2920675
Rodney Goben
OwnerCRD 2095028
Nathan Salimi
Private Client GroupCRD 7834694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 470Active vs passive
$3.4B in ETFs
80%
$2.7B
17%
$697M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $238M | 2,759,568 | 6.96% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 14301 First National Bank Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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