Avior Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

12110 Port Grace Blvd Ste 100, La Vista,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About 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 the company maintains clients. Avior may only transact business in those states in which it is notice fiRead more
Avior Wealth Management's Social MediaPopular SearchesAvior Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Avior Wealth Management Org Chart

BC
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Chief Executive Officer

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BK
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Chief Financial Officer

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Kelli Mehrens, Chief Operating Officer at Avior Wealth Management
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Chief Operating Officer

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SC
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President, Wealth

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SR
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President, Tax & Accounting

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PB
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Client Support Professional & Controller & Ow...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avior Wealth Management

<$5M
11-50
Private
-
2011
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.6M
11-50
Private
-
1987
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
Robert WackerChief Sales Officer, Fractional (CSO)
<$5M
11-50
Private
<$5M
1985
<$5M
51-200
Private
-
-
JM
John MoreyChief Financial Officer
<$5M
11-50
Private
-
2014
KP
Kelly PojeDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avior Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avior Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avior Wealth Management.

Avior Wealth Management Tech Stack

A closer look at the technologies used by Avior Wealth Management

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Frequently Asked Questions Regarding Avior Wealth Management

What is Avior Wealth Management's official website?
Avior Wealth Management's official website is www.avior.com
What is Avior Wealth Management's Revenue?
Avior Wealth Management's revenue is <$5 Million
What is Avior Wealth Management's SIC code?
Avior Wealth Management's SIC: 62,628
What is Avior Wealth Management's NAICS code?
Avior Wealth Management's NAICS: 52,523
How many employees does Avior Wealth Management have?
Avior Wealth Management has 11-50 employees
What industry does Avior Wealth Management belong to?
Avior Wealth Management is in the industry of: Finance, Securities Trading
What is Avior Wealth Management competition?
Avior Wealth Management top competitors include: Dowd Financial Group, Wacker Wealth Partners, Fleurus Investment Advisory, Avior Wealth Management
What technology does Avior Wealth Management use?
Some of the popular technologies that Avior Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
Who is the CFO of Avior Wealth Management?
Avior Wealth Management's CFO is Brandon Kanoy
What does Avior Wealth Management do?

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 reg... arding 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 the company 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 Aviors business operations, services, and fees can be viewed on the SECs website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firms 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.Read More

What are Avior Wealth Management social media links?
Avior Wealth Management Linkedin page Avior Wealth Management Facebook page
Is Avior Wealth Management a public company?
Avior Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Avior Wealth Management

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