AVIATOR'S WEALTH MANAGEMENT

CRD 330735 · SEC 801-130449

Visit website

CO, United States

Phone

1 (352) 763-3335

Fax

NONE

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

5 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2025-01-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

States served

CO, ID

All web addresses on file

https://www.aviatorswealth.com
https://www.instagram.com/aviatorswealthmanagement/
https://www.instagram.com/aviatorswealth/
https://www.facebook.com/profile.php?id=61556277656532
https://www.linkedin.com/company/aviator-s-wealth-management/

Official SEC filing: View on IAPD