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Avior Wealth Management, LLC CRD 148674
$6.46B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| NE | RA | APPROVED | 2015-10-07 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group Llc | Omaha | NE | 09/2015 | 09/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
IN DECEMBER 2007, MR. MCMANNAMA JOINED MONEYSUNK INVESTORS, AN INVESTMENT CLUB ORGANIZED IN THE STATE OF NEBRASKA AND LOCATED AT 4700 F STREET, OMAHA, NEBRASKA 68117. MR. MCMANNAMA'S INITIAL OWNERSHIP POSITION WAS LESS THAN 5% OF THE NET ASSET VALUE OF THE INVESTMENT PORTFOLIO OF MONEYSUNK INVESTORS. AS AN ACTIVE MEMBER OF THE INVESTMENT CLUB, MR. MCMANNAMA MAY MAKE PURCHASE OR SALE RECOMMENDATIONS OF SECURITIES OWNED BY THE CLIENTS OF MCMANNAMA & ASSOCIATES, INC. WHICH MAY ALSO BE OWNED BY THE INVESTMENT CLUB. MR. MCMANNAMA DEVOTES APPROXIMATELY 3 HOURS PER MONTH ATTENDING MONEYSUNK INVESTOR MEETINGS. ALL MEETINGS ARE HELD IN THE EVENING AND NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-28 |
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