Aaron Tomita

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 05/2017
  Unemployed
  Honolulu, HI
• 05/2017 → 07/2017
  Kapahulu Medical Records
  Honolulu, HI
• 07/2017 → 01/2018
  Unemployed
  Omaha, NE
• 01/2018 → 05/2019
  Creighton University
  Omaha, NE
• 04/2018 → 08/2019
  Renaissance Financial
  Omaha, NE
• 01/2020 → 05/2020
  Avior Wealth Management, Llc
  Omaha, NE
• 03/2019 → 08/2020
  Fortune Financail Corp
  Omaha, NE
• 08/2020 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Other Businesses

?the name of the other business; inCOMMON Community Development ?whether the business is investment-related; No ?the address of the other business; 1330 N. 40th Ave., Omaha, NE 68131 ?the nature of the other business; Community improvement ?your position; Board Member & Secretary ?title, or relationship with the other business; Board Member & Secretary ?the start date of your relationship; 8/1/2024 ?the approximate number of hours/month you devote to the other business; 3 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member and sits on the executive committee as the board's secretary ?the name of the other business; Omaha Morning Rotary Club and Foundation ?whether the business is investment-related; No ?the address of the other business; P.O. Box 541172, Omaha, NE 68154 ?the nature of the other business; Community improvement ?your position; Board Member, President, Past Treasurer, subject to new roles in future ?title, or relationship with the other business; Board Member, President, Past Treasurer, subject to new roles in future ?the start date of your relationship; 3/1/2021 ?the approximate number of hours/month you devote to the other business; 10 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; President until July 2026, long-standing board member ?the name of the other business; Financial Planning Association of Nebraska ?whether the business is investment-related; No ?the address of the other business; P.O. Box 641461, Omaha, NE 68164 ?the nature of the other business; Financial Professional organization ?your position; Board Member ?title, or relationship with the other business; Board Member ?the start date of your relationship; 1/1/2026 ?the approximate number of hours/month you devote to the other business; 1-2 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member ?the name of the other business; Nebraska Asian Pacific American Leadership Alliance ?whether the business is investment-related; No ?the address of the other business; No current address, they still getting the organization set up ?the nature of the other business; Advocacy group and philantropy group; 501(c)3 ?your position; Treasurer and Board Member ?title, or relationship with the other business; Treasurer and Board Member ?the start date of your relationship; 5/12/2026 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Bookkeeping and other treasury duties; Check signing; Typical board member duties; Volunteering to put together events

Designations

• Certified Financial Planner

Other Names

• Aaron Ethan Tomita