Avior Wealth Management Revenue and Competitors

Omaha, NE USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Avior Wealth Management's estimated annual revenue is currently $12.9M per year.(i)
  • Avior Wealth Management's estimated revenue per employee is $189,000

Employee Data

  • Avior Wealth Management has 68 Employees.(i)
  • Avior Wealth Management grew their employee count by 6% last year.

Avior Wealth Management's People

NameTitleEmail/Phone
1
Chief Investment Officer/Wealth Advisor/OwnerReveal Email/Phone
2
Co-Chief Investment Officer/Wealth Advisor at Avior Wealth Management, LLCReveal Email/Phone
3
Managing DirectorReveal Email/Phone
4
Director - Wealth Advisor - OwnerReveal Email/Phone
5
Chief Operating OfficerReveal Email/Phone
6
Director Financial PlanningReveal Email/Phone
7
Director Firm Development / Wealth AdvisorReveal Email/Phone
8
Tax Operations ManagerReveal Email/Phone
9
Marketing ManagerReveal Email/Phone
10
Marketing ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39M1697%N/AN/A
#2
$13.2M7027%N/AN/A
#3
$5.9M35-8%N/AN/A
#4
$16.2M7728%N/AN/A
#5
$24.8M1184%N/AN/A
#6
$36.3M15735%N/AN/A
#7
$3.5M244%N/AN/A
#8
$5.7M3436%N/AN/A
#9
$83.5M318-13%N/AN/A
#10
$7.7M465%N/AN/A
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What Is Avior Wealth Management?

Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC (\Avior\). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.

keywords:N/A

N/A

Total Funding

68

Number of Employees

$12.9M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Avior Wealth Management News

2022-02-22 - Avior Wealth and LifeStage Wealth Stakeholders Win with Strategic ...

Avior Wealth Management, LLC and its predecessor was formed in 2008 to offer clients a holistic approach to their investments, financial...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$16.5M6819%N/A
#2
$16.5M6831%N/A
#3
$15M685%N/A
#4
$10.6M686%N/A
#5
$16.5M68-11%N/A