AVIOR WEALTH MANAGEMENT, LLC
CRD #148674 SEC #801-69773 OMAHA, NE 402-218-4064
SEC Registered
Total AUM
$5.1B
Discretionary
$4.7B
Employees
201
Clients
--
Accounts
4,385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $5.1B | $4.7B | $340M | 201 | 12 |
| Apr 2025 | $5.1B | $4.7B | $340M | 201 | 12 |
| Mar 2025 | $5.1B | $4.7B | $340M | 201 | 12 |
| Feb 2025 | $5.1B | $4.7B | $340M | 201 | 12 |
| Oct 2024 | $4B | $3.6B | $345.7M | 204 | 12 |
| Jul 2024 | $4B | $3.6B | $345.7M | 204 | 12 |
| Jul 2024 | $4B | $3.6B | $345.7M | 204 | 12 |
| Mar 2024 | $4B | $3.6B | $345.7M | 204 | 12 |
| Mar 2024 | $3.3B | $3.2B | $126M | 204 | 12 |
| Oct 2023 | $2.4B | $2.3B | $87.4M | 122 | 12 |
| Jul 2023 | $2.4B | $2.3B | $87.4M | 122 | 12 |
| May 2023 | $2.4B | $2.3B | $87.4M | 122 | 12 |
| Mar 2023 | $2.4B | $2.3B | $87.4M | 122 | 12 |
| Nov 2022 | $2.3B | $1.9B | $429.7M | 85 | 12 |
| Oct 2022 | $2.3B | $1.9B | $429.7M | 85 | 12 |
| Jul 2022 | $2.3B | $1.9B | $429.7M | 78 | 12 |
| Jul 2022 | $2.3B | $1.9B | $429.7M | 78 | 12 |
| Mar 2022 | $2.3B | $1.9B | $429.7M | 43 | 12 |
| Dec 2021 | $1.7B | $1.3B | $383.9M | 39 | 12 |
| Oct 2021 | $1.7B | $1.3B | $383.9M | 39 | 12 |
| Aug 2021 | $1.7B | $1.3B | $383.9M | 39 | 12 |
| Mar 2021 | $1.7B | $1.3B | $383.9M | 39 | 12 |
| Oct 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| Jul 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| Jun 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| May 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| Apr 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| Mar 2020 | $1.3B | $971M | $350.6M | 20 | 12 |
| May 2019 | $858.5M | $579.6M | $278.9M | 20 | 12 |
| Mar 2019 | $858.5M | $579.6M | $278.9M | 20 | 12 |
| Mar 2018 | $879.2M | $583.9M | $295.3M | 13 | 12 |
| Dec 2017 | $863.8M | $571.4M | $292.4M | 20 | 12 |
| Sep 2017 | $469.3M | $465.5M | $3.8M | 16 | 700 |
| Jun 2017 | $469.3M | $465.5M | $3.8M | 16 | 700 |
| Mar 2017 | $469.3M | $465.5M | $3.8M | 16 | 700 |
| Mar 2016 | $361.5M | $357.4M | $4.1M | 13 | 700 |
| Sep 2015 | $271.2M | $266.2M | $5M | 13 | 400 |
| Mar 2015 | $251.6M | $246.8M | $4.8M | 11 | 400 |
| Mar 2014 | $183.8M | $178.5M | $5.3M | 9 | 400 |
| Aug 2013 | $138.4M | $133.8M | $4.7M | 8 | 400 |
| Mar 2013 | $138.4M | $133.8M | $4.7M | 8 | 400 |
| Mar 2013 | $102.4M | $95.2M | $7.2M | 5 | 317 |
| Mar 2012 | $102.4M | $95.2M | $7.2M | 1 | 317 |
| Dec 2011 | $57.4M | $51.2M | $6.2M | 1 | 101 |
| Aug 2011 | $57.4M | $51.2M | $6.2M | 5 | -- |
| May 2011 | $57.4M | $51.2M | $6.2M | 5 | -- |
| Mar 2011 | $57.4M | $51.2M | $6.2M | 5 | -- |
| Sep 2010 | $39.2M | $38.1M | $1M | 5 | -- |
| Apr 2009 | $34.9M | $27.9M | $7M | 5 | -- |
| Apr 2009 | $34.9M | $27.9M | $7M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$5.1B
Discretionary$4.7B
Non-Disc.$340M
Employees201
Clients12
DateApr 2025
Total AUM$5.1B
Discretionary$4.7B
Non-Disc.$340M
Employees201
Clients12
DateMar 2025
Total AUM$5.1B
Discretionary$4.7B
Non-Disc.$340M
Employees201
Clients12
DateFeb 2025
Total AUM$5.1B
Discretionary$4.7B
Non-Disc.$340M
Employees201
Clients12
DateOct 2024
Total AUM$4B
Discretionary$3.6B
Non-Disc.$345.7M
Employees204
Clients12
DateJul 2024
Total AUM$4B
Discretionary$3.6B
Non-Disc.$345.7M
Employees204
Clients12
DateJul 2024
Total AUM$4B
Discretionary$3.6B
Non-Disc.$345.7M
Employees204
Clients12
DateMar 2024
Total AUM$4B
Discretionary$3.6B
Non-Disc.$345.7M
Employees204
Clients12
DateMar 2024
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$126M
Employees204
Clients12
DateOct 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$87.4M
Employees122
Clients12
DateJul 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$87.4M
Employees122
Clients12
DateMay 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$87.4M
Employees122
Clients12
DateMar 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$87.4M
Employees122
Clients12
DateNov 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$429.7M
Employees85
Clients12
DateOct 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$429.7M
Employees85
Clients12
DateJul 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$429.7M
Employees78
Clients12
DateJul 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$429.7M
Employees78
Clients12
DateMar 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$429.7M
Employees43
Clients12
DateDec 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$383.9M
Employees39
Clients12
DateOct 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$383.9M
Employees39
Clients12
DateAug 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$383.9M
Employees39
Clients12
DateMar 2021
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$383.9M
Employees39
Clients12
DateOct 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateJul 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateJun 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateMay 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateApr 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateMar 2020
Total AUM$1.3B
Discretionary$971M
Non-Disc.$350.6M
Employees20
Clients12
DateMay 2019
Total AUM$858.5M
Discretionary$579.6M
Non-Disc.$278.9M
Employees20
Clients12
DateMar 2019
Total AUM$858.5M
Discretionary$579.6M
Non-Disc.$278.9M
Employees20
Clients12
DateMar 2018
Total AUM$879.2M
Discretionary$583.9M
Non-Disc.$295.3M
Employees13
Clients12
DateDec 2017
Total AUM$863.8M
Discretionary$571.4M
Non-Disc.$292.4M
Employees20
Clients12
DateSep 2017
Total AUM$469.3M
Discretionary$465.5M
Non-Disc.$3.8M
Employees16
Clients700
DateJun 2017
Total AUM$469.3M
Discretionary$465.5M
Non-Disc.$3.8M
Employees16
Clients700
DateMar 2017
Total AUM$469.3M
Discretionary$465.5M
Non-Disc.$3.8M
Employees16
Clients700
DateMar 2016
Total AUM$361.5M
Discretionary$357.4M
Non-Disc.$4.1M
Employees13
Clients700
DateSep 2015
Total AUM$271.2M
Discretionary$266.2M
Non-Disc.$5M
Employees13
Clients400
DateMar 2015
Total AUM$251.6M
Discretionary$246.8M
Non-Disc.$4.8M
Employees11
Clients400
DateMar 2014
Total AUM$183.8M
Discretionary$178.5M
Non-Disc.$5.3M
Employees9
Clients400
DateAug 2013
Total AUM$138.4M
Discretionary$133.8M
Non-Disc.$4.7M
Employees8
Clients400
DateMar 2013
Total AUM$138.4M
Discretionary$133.8M
Non-Disc.$4.7M
Employees8
Clients400
DateMar 2013
Total AUM$102.4M
Discretionary$95.2M
Non-Disc.$7.2M
Employees5
Clients317
DateMar 2012
Total AUM$102.4M
Discretionary$95.2M
Non-Disc.$7.2M
Employees1
Clients317
DateDec 2011
Total AUM$57.4M
Discretionary$51.2M
Non-Disc.$6.2M
Employees1
Clients101
DateAug 2011
Total AUM$57.4M
Discretionary$51.2M
Non-Disc.$6.2M
Employees5
Clients--
DateMay 2011
Total AUM$57.4M
Discretionary$51.2M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2011
Total AUM$57.4M
Discretionary$51.2M
Non-Disc.$6.2M
Employees5
Clients--
DateSep 2010
Total AUM$39.2M
Discretionary$38.1M
Non-Disc.$1M
Employees5
Clients--
DateApr 2009
Total AUM$34.9M
Discretionary$27.9M
Non-Disc.$7M
Employees5
Clients--
DateApr 2009
Total AUM$34.9M
Discretionary$27.9M
Non-Disc.$7M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--