AT
Aaron Tomita
AVIOR WEALTH MANAGEMENT
OMAHA, NE 68154
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CRD#: 6933158
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Aaron TomitaAVIOR WEALTH MANAGEMENT
Professional summary
Aaron Tomita, who also goes by Aaron Ethan Tomita, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Aaron has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Aaron Ethan Tomita
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?the name of the other business; inCOMMON Community Development ?whether the business is investment-related; No ?the address of the other business; 1330 N. 40th Ave., Omaha, NE 68131 ?the nature of the other business; Community improvement ?your position; Board Member & Secretary ?title, or relationship with the other business; Board Member & Secretary ?the start date of your relationship; 8/1/2024 ?the approximate number of hours/month you devote to the other business; 3 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member and sits on the executive committee as the board's secretary ?the name of the other business; Omaha Morning Rotary Club and Foundation ?whether the business is investment-related; No ?the address of the other business; P.O. Box 541172, Omaha, NE 68154 ?the nature of the other business; Community improvement ?your position; Board Member, President, Past Treasurer, subject to new roles in future ?title, or relationship with the other business; Board Member, President, Past Treasurer, subject to new roles in future ?the start date of your relationship; 3/1/2021 ?the approximate number of hours/month you devote to the other business; 10 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; President until July 2026, long-standing board member ?the name of the other business; Financial Planning Association of Nebraska ?whether the business is investment-related; No ?the address of the other business; P.O. Box 641461, Omaha, NE 68164 ?the nature of the other business; Financial Professional organization ?your position; Board Member ?title, or relationship with the other business; Board Member ?the start date of your relationship; 1/1/2026 ?the approximate number of hours/month you devote to the other business; 1-2 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member ?the name of the other business; Nebraska Asian Pacific American Leadership Alliance ?whether the business is investment-related; No ?the address of the other business; No current address, they still getting the organization set up ?the nature of the other business; Advocacy group and philantropy group; 501(c)3 ?your position; Treasurer and Board Member ?title, or relationship with the other business; Treasurer and Board Member ?the start date of your relationship; 5/12/2026 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Bookkeeping and other treasury duties; Check signing; Typical board member duties; Volunteering to put together events
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Tomita's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2022 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(9/29/2022)
Exams
Current Firm
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)Loading...
Contact information
Main Address
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
Mailing Address
Phone number
(402) 218-4064
Established
Firm type
Fiscal year end
# of Employees
201
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,385 |
| AUM (Assets Under Management) | $ 5,083,670,234 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674Omaha, NE 68154TRUST BUT VERIFY
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