Aviator Wealth Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,263,850
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$570,214
About
Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, and charitable organizations, and also works with corporations and business owners. The firm offers ongoing portfolio management on both discretionary and non-discretionary bases, along with consulting services for business matters such as generational transitions, sale preparation, and exit planning.
The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, and supplements that with fundamental, quantitative, and technical analysis. Client portfolios may include mutual funds, ETFs, individual equities and fixed income, options, and alternative or non-liquid investments, with planning integrated through an online client portal.
Noteworthy for a single-advisor independent firm, Aviator serves corporate and business clients and provides private-investment and business-consulting services that many peers of its size do not typically offer. The adviser combines portfolio management experience and advanced academic training with a small client roster and about $10.3 million in discretionary assets under management, which shapes the firm’s tailored, advisor-led model.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Early retirement planning
Private / alternative investments
Real estate investing
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
up to 0.95% annually
Main office location
Aviator Wealth Group
Bozeman MT, United States
Number of offices
2
Most active in
Aviator Wealth Group has reported serving >5 clients in these states in the last 12 months.
Colorado · Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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