Avior Wealth Management, LLC

RIASEC Registered
Total AUM
$6.5B
Discretionary
$6B
93% of AUM
Avg account
$1.3M
Accounts
4,894
Employees
170
Advisory reps
72

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

FINTRX

Overview

Avior Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration in 2008) and serves both individual and family clients as well as institutional investors. Its advisory practice covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. In addition to advisory work, Avior operates as an insurance broker and provides accounting-related services. Compensation is primarily a percentage of AUM, supplemented by fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 21%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • US Government Bonds1%

Owners & executives

3 of 9
  • Stephanie Linkenheld

    Stephanie Linkenheld

    Marketing CoordinatorCRD 6662723

  • Stephen Esch

    Stephen Esch

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 6135866

  • Britt Campbell

    Britt Campbell

    Chief Executive OfficerCRD 3166468

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Contacts

3 of 63
  • William Richardson

    William Richardson

    Managing DirectorCRD 5151639

  • Klaus Steinke

    Klaus Steinke

    AdvisorCRD 5182198

  • Jeremy Palensky

    Jeremy Palensky

    Wealth AdvisorCRD 5288179

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 474

Active vs passive

$3.4B in ETFs

Passive

79%

$2.7B

Active

18%

$713M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$255M2,830,7897.40%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth