Avior Wealth Management LLC

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Assets, Funds, Holdings

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Avior Wealth Management LLC
CRD #148674
SEC #801-69773
CIK #0001599868
AUM $4.0 BB (2024-07-22)
Employees 204 (48% Investors, 3% Brokers)
Phone402-218-4064
Address14301 First National Bank Parkway
Omaha, NE 68154
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02006201220182025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
NVDA 399.6 0.0
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
3.02.41.81.20.60.02012201620202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2,013 0.5
(b) Individuals (high net worth individuals) 1,591 2.9
(c) Banking or thrift institutions 3 0.1
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 62 0.2
(h) Charitable organizations 10 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 30 0.3
(n) Other 0 0.0
Total 3,710 4.0
By Discretionary
Discretionary 3,630 3.6
Non-Discretionary 80 0.3
Total 3,710 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 3,710 4.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001599868]
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Gladstone Institutional Advisory LLC
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Heritage Wealth Advisors LLC
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New Century Advisors LLC
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TFO Wealth Partners LLC
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