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Michael D. Burbank

AVIOR WEALTH MANAGEMENT
San Antonio, TX 78230
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CRD#: 8240287
MB
Michael David BurbankAVIOR WEALTH MANAGEMENT

Professional summary


Michael David Burbank, who also goes by Michael Burbank, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Michael has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Michael Burbank

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; oBurbank Honey ?whether the business is investment-related; oIt is not investment-related ?the address of the other business; oSame as our home address o1829 Madrona Ranch Rd. Pipe Creek, TX 78063 ?the nature of the other business; oHoney sales from our local (on-property) hives ?your position; oOwner ?title, or relationship with the other business; oOwner ?the start date of your relationship; oMarch of 2020 ?the approximate number of hours/month you devote to the other business; oApproximate 1.5 hours per month. ?the number of hours you devote to the other business during securities trading hours; oNone. Usually only work with the bees on weekends or occasionally in the evenings. ?and briefly describe your duties relating to the other business; oMy wife and I are responsible for caring for the bees, tracking expenses, tracking sales, ordering supplies when needed, etc. ?the name of the other business; -Bandera Community Church ?whether the business is investment-related; -Not investment-related ?the address of the other business; -151 Purple Sage Rd, Bandera, TX 78003 ?the nature of the other business; -Church ?your position; -Church elder ?title, or relationship with the other business; -Church elder (volunteer) ?the start date of your relationship; -On or around November 12, 2025 ?the approximate number of hours/month you devote to the other business; -2-3 hours / month ?the number of hours you devote to the other business during securities trading hours; -1-2 hours / month ?and briefly describe your duties relating to the other business; -Participate in periodic elder meetings. ?the name of the other business; -Bandera Young Life ?whether the business is investment-related; -Not investment-related ?the address of the other business; oPO Box 1751, Bandera, TX 78003 ?the nature of the other business; -Nonprofit youth ministry ?your position; -Advisory committee chair ?title, or relationship with the other business; oAdvisory committee chair (volunteer) ?the start date of your relationship; -On or around May 1, 2022 ?the approximate number of hours/month you devote to the other business; -1 hour / month ?the number of hours you devote to the other business during securities trading hours; -1 hour / month ?and briefly describe your duties relating to the other business; -Participate in periodic advisory committee meetings.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael David Burbank's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 11, 2026 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 9901 Ih-10 West, Suite 745, San Antonio, TX 78230
RIA
CRD#: 148674
San Antonio, TX

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
Texas
(5/11/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/11/2026
Uniform Investment Adviser Law Examination

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)
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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


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVIOR ADV 2A 3/2025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts4,385
AUM (Assets Under Management)$ 5,083,670,234

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674San Antonio, TX 78230

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