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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
| CO | RA | APPROVED | 2026-02-20 |
| NH | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
| AZ | RA | APPROVED | 2025-08-29 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
14648 N. Scottsdale Rd., Suite 300, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Scottsdale | AZ | 10/2015 | 08/2016 |
| U.S. Army | El Paso | TX | 08/2016 | 01/2020 |
| Unemployed | Scottsdale | AZ | 01/2020 | 09/2021 |
| U.S. Department Of Veteran Affairs | Boulder | CO | 09/2021 | 05/2024 |
| Silver Sky Capital | Scottsdale | AZ | 05/2022 | 08/2022 |
| Mercer Advisors | Boulder | CO | 01/2024 | 04/2024 |
| Unemployed | Scottsdale | AZ | 04/2024 | 06/2025 |
| Avior Wealth Management, Llc, Dba Sc Financial Services | Scottsdale | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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