AdvisorCensus / Financial advisors / Aviator's Wealth Management
Aviator's Wealth Management is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 31, 2025.
Quick answers
From the filingHow is Aviator's Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Aviator's Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Aviator's Wealth Management charge?
Its Form ADV Part 2A brochure dated January 31, 2025 states: Hourly rate: $500 an hour (Family Dynamics, Governance, and Wealth Counseling services); Subscription: $5,000 a month (Family Dynamics, Governance, and Wealth Counseling services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Aviator's Wealth Management registered with the SEC or a state?
Aviator's Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 330735.
How much does Aviator's Wealth Management manage?
Aviator's Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated January 31, 2025.
How have Aviator's Wealth Management's assets and staff changed since 2025?
In the Form ADV data for Aviator's Wealth Management: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Aviator's Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330735
What changed in Aviator's Wealth Management's recent Form ADV filings?
In the January 2026 filing data: No longer registered or notice-filed in AK, CA, FL, GA, HI, IN, ND, NY, SC, TN, TX, UT, WA, WI.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $500 an hour (Family Dynamics, Governance, and Wealth Counseling services)
The brochure's wording
AWM offers Family Dynamics, Governance, and Wealth Counseling services to its clients on a separate fee basis, generally ranging from $5,000 to $50,000 on a project basis (depending upon the level and scope of the service(s) required and the professional(s) rendering the services), on hourly rate basis of $500
Subscription: $5,000 a month (Family Dynamics, Governance, and Wealth Counseling services)
The brochure's wording
AWM offers Family Dynamics, Governance, and Wealth Counseling services to its clients on a separate fee basis, generally ranging from $5,000 to $50,000 on a project basis (depending upon the level and scope of the service(s) required and the professional(s) rendering the services), on hourly rate basis of $500, or for a monthly retainer of approximately $5,000.
As stated in the firm's Form ADV Part 2A brochure dated January 31, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated January 31, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 5 | January 31, 2025 |
| October 2025 | $0 | 5 | January 31, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.
Total employees: 5 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- No longer registered or notice-filed in AK, CA, FL, GA, HI, IN, ND, NY, SC, TN, TX, UT, WA, WI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Aviator's Wealth Management (CRD 330735): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aviator-s-wealth-management-330735