Avior Wealth Management Welcomes Constellation Wealth Capital as Strategic Investor

OMAHA, NE / ACCESSWIRE / June 5, 2024 / Avior Wealth Management ("Avior"), an independent wealth management firm with approximately $4.1 billion in assets under management, announced it has received a minority investment from Constellation Wealth Capital ("CWC"). This move aims to bolster Avior's growth strategy and enhance its service capabilities.

"The Constellation team joins us at an exciting time," said Britt Campbell, CEO of Avior. "This investment allows us to focus on meaningful inorganic growth initiatives, create new organic growth channels, and deliver operational efficiencies. With CWC as a partner, we can maintain control and ownership of our organization, create broader equity opportunities, and continue to invest in our talented team."

Avior has established itself as a client-centric business, offering wealth management, financial planning, and tax services. The firm recently strengthened its executive team by hiring Kelli Mehrens as COO and Brandon Kanoy as CFO in late 2023.

Karl Heckenberg, Managing Partner at CWC, commented, "Avior's consistent client service and geographic growth position it well within the competitive wealth management sector. We look forward to supporting their vision."

Park Sutton Advisors served as the exclusive financial advisor to Avior. Avior Wealth Management, LLC offers financial planning and investment management services to clients across the U.S.