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CRD#: 148674
RIA

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FIRM PROFILE

Assets Under Management:$ 5,083,670,234
Clients per Registered Employee:36
Total Number of Employees:201
Clients per Employee:21
Total Number of Individual Clients:2,277
Total Number of HNWI Clients:2,000
Average Individual Client Account Size:$ 236,351
Average HNWI Account Size:$ 1,892,220

Overview

AVIOR WEALTH MANAGEMENT, LLC is located at 14301 First National Bank Parkway Suite 410, Omaha, NE 68154. AVIOR WEALTH MANAGEMENT, LLC has amassed assets under management in the amount of $5,083,670,234 spanning over 4,277 clients at the firm. A breakdown of these figures indicates that 53% of AVIOR WEALTH MANAGEMENT, LLC’s clients are individuals and 47% of their clients are high net worth individuals. AVIOR WEALTH MANAGEMENT, LLC has 201 total employees and of those employees, 120 can be registered with one or both FINRA and the SEC. 60% percentage at AVIOR WEALTH MANAGEMENT, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AVIOR WEALTH MANAGEMENT, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AVIOR WEALTH MANAGEMENT, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for AVIOR WEALTH MANAGEMENT, LLC Comes From

Understanding the Statistics for AVIOR WEALTH MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
$ 236,351
HNWI
$ 1,892,220
Breakdown of Assets Under Management
Total Client Assets:
$ 4,322,612,533
Individuals
$ 538,171,852 (10.59 % of total AUM)
HNWI
$ 3,784,440,681 (74.44 % of total AUM)
MISC
$ 761,057,701 (14.97 % of total AUM)
Employees
Total
201
Registered
120 (59.7% of the firm's employees are registered)
Client Ratios
36 Clients per Registered Employee
21 Clients per Employee
Clients
Total
4,277
Individuals
2,277 (53.24 %)
HNWI
2,000 (46.76 %)
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
Phone Number
(402) 218-4064
# of Employees
201
Services offered
Pension consulting services
Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
Portfolio management for individualss and/or small businesss
Financial planning services
Fees & costs
A percentage of assets under your management
Fixed fees (other than subscription fees)
Conflict of interest - Other Business Activities
Accountant or accounting firm
Insurance broker or agent
Related websites
https://www.facebook.com/ryherdverdantwealth/
Participation or Interest in Client Transactions

Proprietary Interest in Client Transactions
A. Do you or any related person:
(1) buy securities for yourself from advisory clients, or sell securities you own to advisory clients (principal transactions)? NO
(2) buy or sell for yourself securities (other than shares of mutual funds) that you also recommend to advisory clients? YES
(3) recommend securities (or other investment products) to advisory clients in which you or any related person has some other proprietary (ownership) interest (other than those mentioned in Items 8.A.(1) or (2))? NO

Sales Interest in Client Transactions
B. Do you or any related person:
(1) as a broker-dealer or registered representative of a broker-dealer, execute securities trades for brokerage customers in which advisory client securities are sold to or bought from the brokerage customer (agency cross transactions)? NO
(2) recommend to advisory clients, or act as a purchaser representative for advisory clients with respect to, the purchase of securities for which you or any related person serves as underwriter or general or managing partner? NO
(3) recommend purchase or sale of securities to advisory clients for which you or any related person has any other sales interest (other than the receipt of sales commissions as a broker or registered representative of a broker-dealer)? NO

Investment or Brokerage Discretion
C. Do you or any related person have discretionary authority to determine the:
(1) securities to be bought or sold for a client's account? YES
(2) amount of securities to be bought or sold for a client's account? YES
(3) broker or dealer to be used for a purchase or sale of securities for a client's account? YES
(4) commission rates to be paid to a broker or dealer for a client's securities transactions? YES
D. If you answer "yes" to C.(3) above, are any of the brokers or dealers related persons? NO
E. Do you or any related person recommend brokers or dealers to clients? YES
F. If you answer "yes" to E. above, are any of the brokers or dealers related persons? NO
G. (1) Do you or any related person receive research or other products or services other than execution from a broker-dealer or a third party ("soft dollar benefits") in connection with client securities transactions? NO
G. (2) If "yes" to G.(1) above, are all the "soft dollar benefits" you or any related persons receive eligible "research or brokerage services" under section 28(e) of the Securities Exchange Act of 1934? NO
H. (1) Do you or any related person, directly or indirectly, compensate any person that is not an employee for client referrals? NO
H. (2) Do you or any related person, directly or indirectly, provide any employee compensation that is specifically related to obtaining clients for the firm (cash or non-cash compensation in addition to the employee's regular salary)? NO
I. Do you or any related person, including any employee, directly or indirectly, receive compensation from any person (other than you or any related person) for client referrals? NO

Self-custody

A. (1) Do you have custody of any advisory clients':
(a) cash or bank accounts? NO
(b) securities? NO
(2) If you checked "yes" to Item 9.A.(1)(a) or (b), what is the approximate amount of client funds and securities and total number of clients for which you have custody:
(a) U.S. Dollar Amount $
(b) Total Number of Clients

B. (1) In connection with advisory services you provide to clients, do any of your related persons have custody of any of your advisory clients':
(a) cash or bank accounts? NO
(b) securities? NO
(2) If you checked "yes" to Item 9.B.(1)(a) or (b), what is the approximate amount of client funds and securities and total number of clients for which your related persons have custody:
(a) U.S. Dollar Amount $
(b) Total Number of Clients

C. If you or your related persons have custody of client funds or securities in connection with advisory services you provide to clients, check all the following that apply:
(1) A qualified custodian(s) sends account statements at least quarterly to the investors in the pooled investment vehicle(s) you manage. NO
(2) An independent public accountant audits annually the pooled investment vehicle(s) that you manage and the audited financial statements are distributed to the investors in the pools. NO
(3) An independent public accountant conducts an annual surprise examination of client funds and securities. NO
(4) An independent public accountant prepares an internal control report with respect to custodial services when you or your related persons are qualified custodians for client funds and securities. NO

D. Do you or your related person(s) act as qualified custodians for your clients in connection with advisory services you provide to clients?
(1) you act as a qualified custodian NO
(2) your related person(s) act as qualified custodian(s) NO

E. If you are filing your annual updating amendment and you were subject to a surprise examination by an independent public accountant during your last fiscal year, provide the date (MM/YYYY) the examination commenced:

F. If you or your related persons have custody of client funds or securities, how many persons, including, but not limited to, you and your related persons, act as qualified custodians for your clients in connection with advisory services you provide to clients?


FIRM DOCUMENTS

Customer Relationship Summary (CRS / SEC)Latest Form ADV
Part 2 Brochures
AVIOR ADV 2A 3/2025 (3/28/2025)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CAMPBELL, BRITT, EDWARDMEMBER04/20113166468
MCMAHON, ANDREA, PATRICIAMEMBER09/20171568097
BOHRER, CYNTHIA, JEANMEMBER03/20201428750
ESCH, STEPHEN, LAURENCEMEMBER03/20206135866
sanley, elizabeth, roseMEMBER03/20207251785
Nelson, Jay, Michael EricMEMBER03/20207251786
CAVEY, SCOTT, TIMOTHYMEMBER07/20204287897
HEIDEN, JOSHUA, SAMUELMEMBER12/20206165555
ELKINS, RYAN, ScottMEMBER12/20204807196
RYHERD, STEVEN, RICHARDMEMBER12/20206321253
HAMILTON, ERIC, EDWARDCHIEF COMPLIANCE OFFICER,12/20203110267
PFLUEGER,JR., MICHAEL, DENNISMEMBER03/20226179055
STANLEY, DONALD, WAYNEMEMBER03/20225427804
ENNENGA, LARRY, EDWARDMEMBER03/20222602957
POGREBA, MARK, EDWARDMEMBER03/20222100591
SEATON, JONI, KAYMEMBER03/20221283093
KUEHL, BRUCE, CAMERONOWNER07/20221799517
GOBEN, RODNEY, WAYNEOWNER01/20222095028
TRUB, CHRISTOPHER, NEILOWNER07/20225342526
EATON, JOHN, MELVILLEOWNER07/20222512711
STEINKE, KLAUS, GERHARDOWNER07/20225182198
LOEWEN, SANDRA, KOPPENOWNER07/20226438200
HUDSON, NATHAN, ANDREWOWNER07/20226754906
Weintraub, Jonathan, CraigOWNER07/20227385758
Mollak, Timothy, DavidOWNER07/20226574794
HAHM, NATHANAEL, MICAHOWNER07/20224885493
SCHMITZ, LEAH, MARIEOWNER07/20224397936
SMITH, CURTIS, LEEOWNER10/20224760520
WARREN, RODDY, WAYNEMEMBER03/20236250319
HENDRICKS, LAURA, DIANEMEMBER03/20231455026
MONROE, MORRIS, LYNNMEMBER03/20231227631
FLANSBURG, STEPHANIE, MARIEMEMBER03/20237720705
KERNS, STACY, LYNNMEMBER03/20237720707
FECHNER, JACOB, LEEMEMBER03/20237720708
KELLER, CRYSTAL, ELIZABETHMEMBER03/20236201361
CHESSMORE, JUSTIN, TYSONMEMBER03/20237720709
BOOTH, PENNY, JOANNEMEMBER03/20237720710
JONES, NATHANIEL, JEFFRYMEMBER03/20237720711
HOLM, KATIE, NOELMEMBER03/20237720712
BRIGGS, DANIEL, PATRICKMEMBER03/20237720713
DIDAMO, JODY, ANNMEMBER03/20237720714
MEHRENS, KELLI, MARIEOWNER10/20237821619
MCQUILLAN, RYAN, DANIELOWNER01/20245564452
Kanoy, Brandon, MatthewOWNER / CFO02/20246867034

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Advisor's working at AVIOR WEALTH MANAGEMENT, LLC

Michael Paul Skolnick

Michael Paul Skolnick

IAR
CRD#: 4798638
Location:
San Diego, CA 92101
Company:
AVIOR WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
20 years
View Profile
Jeremy Michael Palensky

Jeremy Michael Palensky

IAR
CRD#: 5288179
AIF®: Accredited Investment Fiduciary
Location:
La Vista, NE 68128
Company:
AVIOR WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
14 years
View Profile
David Burritt

David Burritt

David Roger Burritt
IAR
CRD#: 5764226
CFP®: Certified Financial Planner
Location:
Omaha, NE 68154
Company:
AVIOR WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
4 years
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