Unclaimed Profile

Leah Marie Schmitz

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

Clean recordAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 4397936Firm CRD# 148674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leah Marie Schmitz · OMAHA, NE

Registration

CRD #4397936 · AVIOR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leah Marie Schmitz is a registered financial advisor based in OMAHA, Nebraska, affiliated with AVIOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AVIOR WEALTH MANAGEMENT, LLC

AUM

$4.0B

Regulatory assets under management

Employees

204

Total firm employees

View all advisors at AVIOR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4397936

Firm CRD# 148674

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leah Marie Schmitz offer?

Leah Marie Schmitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Leah Marie Schmitz's credentials?

Leah Marie Schmitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leah Marie Schmitz located?

Leah Marie Schmitz is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Leah Marie Schmitz charge for services?

Leah Marie Schmitz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIOR WEALTH MANAGEMENT, LLC?

AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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