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| Avior Wealth Management LLC
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|---|---|
| CRD # | 148674 |
| SEC # | 801-69773 |
| CIK # | 0001599868 |
| AUM | 6,464.2 M (2026-04-03) |
| Employees | 170 (74% Investors, 1% Brokers) |
| Phone | 402-218-4064 |
| Address | 14301 First National Bank Parkway Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Micron Technology Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,487 | 0.7 |
| (b) Individuals (high net worth individuals) | 2,288 | 4.9 |
| (c) Banking or thrift institutions | 3 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.4 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,894 | 6.5 |
| By Discretionary | ||
| Discretionary | 4,810 | 6.0 |
| Non-Discretionary | 84 | 0.4 |
| Total | 4,894 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 4,894 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599868] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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