Avior Wealth Management, LLC
Company

Avior Wealth Management, LLC

Financial Services 14301 Fnb Pkwy 89 employees
Employees
89
Contacts
3
Emails
3
Phones
3

Avior Wealth Management, LLC Overview

Headquarters
14301 Fnb Pkwy
Website
avior.com
Industry
Financial Services
Employees
89
Founded
2011
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Avior Wealth Management, LLC

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.

Avior Wealth Management, LLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
3
100.0% coverage

Avior Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Steve Patterson Senior Vice President at Avior Wealth
Email Phone
Steve Ryherd President of Tax - Wealth Advisor
Email Phone
Scott Cavey Certified Financial Planner at Avior
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile

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