Avior Wealth Management LLC — Contact Email, Phone & Team

Overview

Avior Wealth Management LLC is a financial advisory firm offering comprehensive investment management and financial planning services to individuals, families, and institutions across the United States. The firm focuses on aligning clients' financial strategies with their personal and organizational goals, emphasizing intentional wealth management to achieve desired outcomes. The firm's investment approach encompasses a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. Avior Wealth Management engages in investments at various stages, from seed funding to buyouts, and operates across multiple industries such as technology, healthcare, and financial services. Their geographical focus is primarily within the United States. With a team of experienced advisors, Avior Wealth Management has built a reputation for integrity, excellence, and care. The firm has expanded its services through strategic partnerships and acquisitions, enhancing its capabilities in tax preparation, accounting, and institutional services. Their mission is to help clients clearly define the true purpose of their wealth, enabling them to pursue a purposeful life.

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilVisaPfizerGoogleTeslaBerkshire HathawayWalmartMastercardChevronCoca-ColaPepsiCoHome DepotMcDonald'sNike

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Frequently asked questions about Avior Wealth Management LLC

What sectors does Avior Wealth Management LLC invest in?

Avior Wealth Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nebraska, United States. Avior Wealth Management LLC is listed as a institutional investor in the ConnectSafely investor database.