Avior Wealth Management, LLC

RIASEC RegisteredEst. 2008
Total AUM
$6.5B
Discretionary
$6B
93% of AUM
Avg account
$1.3M
Accounts
4,894
Employees
170
Advisory reps
73

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 that has operated since 2008. The firm serves individuals, families and institutional clients and blends fee-based asset management with fixed-fee planning. Its advisory services span comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. Beyond investment advice, Avior also conducts insurance brokerage and accounting activities, reflecting an integrated wealth-management and risk-transfer capability. The firm does not identify as an active ESG investor.

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
  • Andrea Mcmahon

    Andrea Mcmahon

    Owner and Chief Investment OfficerCRD 1568097

  • Mary Campion

    Mary Campion

    CIOCRD 2128645

  • Stephen Esch

    Stephen Esch

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 6135866

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Contacts

3 of 64
  • Mark Wyhlidko

    Mark Wyhlidko

    Investment Advisor RepresentativeCRD 2920675

  • Rodney Goben

    Rodney Goben

    OwnerCRD 2095028

  • Nathan Salimi

    Nathan Salimi

    Private Client GroupCRD 7834694

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 470

Active vs passive

$3.4B in ETFs

Passive

80%

$2.7B

Active

17%

$697M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$238M2,759,5686.96%
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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