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Avior Wealth Management

Avior Wealth Management Email Formats

Financial ServicesFlag of USOmaha, Nebraska, United States51-100 Employees

Avior Wealth Management Email Formats

Avior Wealth Management uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@avior.com), used 60.9% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@avior.com
65.5%
{first name}.{last name}
john.doe@avior.com
27.6%
{first initial}{last name}
jdoe@aviorwealth.com
2.3%

Key Contacts at Avior Wealth Management

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Curtis Smith

Director / Wealth Advisor At Avior Wealth Management

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Ryan Mcquillan

Director Of Firm Development / Wealth Advisor

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Ryan S. Elkins

Wealth Advisor / Owner

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Joshua Heiden

Wealth Advisor & Owner

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Kevin Fix

Wealth Advisor / Owner

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Joseph Macdonald

Director Of Insurance

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Alex Avestini

Wealth Advisor / Owner / Certified Financial Planner™

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Scott Cavey

Director - Wealth Advisor - Owner

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Rod Goben

Wealth Advisor/Owner Avior Wealth Management

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Andrea Mcmahon

Chief Investment Officer/Wealth Advisor/Owner

Company overview

Headquarters14301 FNB Pkwy, Suite 110, Omaha, Nebraska 68154, US
Phone number+18669430830
Websites
NAICS52
Keywords
Investment Management, Estate Planning, Retirement Planning, Financial Planning, Insurance Planning, Education Planning, Tax Planning Strategies, Business Owner Planning, Cash-Flow & Net Worth Planning
Founded2011
Employees51-100
Socials

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 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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Avior Wealth Management has 55 employees across 5 departments.

Departments

Number of employees

Funding Data

Explore Avior Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2024-07-0311N/A

Funding Insights

1

Number of funding rounds

Avior Wealth Management Tech Stack

Discover the technologies and tools that power Avior Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

MediaElement.js

MediaElement.js

Video players

reCAPTCHA

reCAPTCHA

Security

Slick

Slick

JavaScript libraries

Site Kit

Site Kit

Analytics

Cloudflare Workers

Cloudflare Workers

PaaS

lit-element

lit-element

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Frequently asked questions

Avior Wealth Management is located in Omaha, Nebraska, US.
You can reach Avior Wealth Management at +18669430830.
Avior Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Avior Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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