Avior Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Avior Wealth Management's estimated annual revenue is currently $12.9M per year.
- Avior Wealth Management's estimated revenue per employee is $189,000
Employee Data
- Avior Wealth Management has 68 Employees.
- Avior Wealth Management grew their employee count by 6% last year.
Avior Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Investment Officer/Wealth Advisor/Owner | Reveal Email/Phone |
2 | Co-Chief Investment Officer/Wealth Advisor at Avior Wealth Management, LLC | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Director - Wealth Advisor - Owner | Reveal Email/Phone |
5 | Chief Operating Officer | Reveal Email/Phone |
6 | Director Financial Planning | Reveal Email/Phone |
7 | Director Firm Development / Wealth Advisor | Reveal Email/Phone |
8 | Tax Operations Manager | Reveal Email/Phone |
9 | Marketing Manager | Reveal Email/Phone |
10 | Marketing Manager | Reveal Email/Phone |
Avior Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $39M | 169 | 7% | N/A | N/A |
#2 | $13.2M | 70 | 27% | N/A | N/A |
#3 | $5.9M | 35 | -8% | N/A | N/A |
#4 | $16.2M | 77 | 28% | N/A | N/A |
#5 | $24.8M | 118 | 4% | N/A | N/A |
#6 | $36.3M | 157 | 35% | N/A | N/A |
#7 | $3.5M | 24 | 4% | N/A | N/A |
#8 | $5.7M | 34 | 36% | N/A | N/A |
#9 | $83.5M | 318 | -13% | N/A | N/A |
#10 | $7.7M | 46 | 5% | N/A | N/A |
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/AN/A
Total Funding
68
Number of Employees
$12.9M
Revenue (est)
6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Avior Wealth Management News
Avior Wealth Management, LLC and its predecessor was formed in 2008 to offer clients a holistic approach to their investments, financial...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $16.5M | 68 | 19% | N/A |
#2 | $16.5M | 68 | 31% | N/A |
#3 | $15M | 68 | 5% | N/A |
#4 | $10.6M | 68 | 6% | N/A |
#5 | $16.5M | 68 | -11% | N/A |