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AVIOR WEALTH MANAGEMENT, LLC

OMAHA, NE · CRD 148674 · IAPD ↗ · 402-218-4064

$6.46BRegulatory AUM
125Advisory reps
170Employees
0Clients
More than 500Planning clients
0Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — AVIOR WEALTH MANAGEMENT, LLC reported RAUM up 27% ($5.08B -> $6.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — AVIOR WEALTH MANAGEMENT, LLC grew from 120 to 125 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — AVIOR WEALTH MANAGEMENT, LLC notice-filed in CT, HI, KY, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2025 — AVIOR WEALTH MANAGEMENT, LLC grew from 113 to 120 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — AVIOR WEALTH MANAGEMENT, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2025 — AVIOR WEALTH MANAGEMENT, LLC reported RAUM up 28% ($3.99B -> $5.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — AVIOR WEALTH MANAGEMENT, LLC grew from 97 to 113 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
August 2024 — AVIOR WEALTH MANAGEMENT, LLC notice-filed in MA, MT, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — AVIOR WEALTH MANAGEMENT, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — AVIOR WEALTH MANAGEMENT, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — AVIOR WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2024 — AVIOR WEALTH MANAGEMENT, LLC reported RAUM up 65% ($2.42B -> $3.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
81
April 2024 — AVIOR WEALTH MANAGEMENT, LLC grew from 86 to 97 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.