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| Happy Holidays!! thanks for using AUM13F!! |
| Avior Wealth Management LLC
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|---|---|
| CRD # | 148674 |
| SEC # | 801-69773 |
| CIK # | 0001599868 |
| AUM | $5.1 B (2025-04-15) |
| Employees | 201 (60% Investors, 3% Brokers) |
| Phone | 402-218-4064 |
| Address | 14301 First National Bank Parkway Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,277 | 0.5 |
| (b) Individuals (high net worth individuals) | 2,000 | 3.8 |
| (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 | 64 | 0.3 |
| (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 | 31 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,385 | 5.1 |
| By Discretionary | ||
| Discretionary | 4,308 | 4.7 |
| Non-Discretionary | 77 | 0.3 |
| Total | 4,385 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 4,385 | 5.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599868] |
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|---|---|---|
|
Madison Asset Management LLC
✚
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WI | 5.2 |
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Buckhead Capital Management LLC
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GA | 5.2 |
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Ceredex Value Advisors LLC
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FL | 5.2 |
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Frost Investment Advisors LLC
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TX | 5.1 |
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Stockman Wealth Management Inc
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MT | 5.1 |
|
Pine Ridge Advisers LLC
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NY | 5.1 |
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Boston Financial Management LLC
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MA | 5.0 |
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Crescent Grove Advisors LLC
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IL | 5.0 |
|
Zevenbergen Capital Investments LLC
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WA | 5.0 |
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Alphapoint Inc
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CA | 5.0 |