Aviator Wealth Group
Firm details
- Headquarters
- ,
- CRD number
- 331993
- Registered since
- July 10, 2024
- Website
- www.aviatorwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.74%
- Individuals32.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aviator Wealth Group is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management services to individuals, families and small-business clients while also serving some institutional relationships. The firm is state-registered in Colorado and Montana and is owned by a combination of a domestic entity and an individual. Its fee models include a percentage-of-AUM schedule alongside flat, fixed-fee engagements. Aviator does not appear to operate as a capital allocator and is not positioned as an ESG-focused manager.
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 Funds70%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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