# 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. - CRD: 330735 - Filed as: AVIATOR'S WEALTH MANAGEMENT - Registration: SEC-registered investment adviser (status as filed: 120-Day Approval) - Filing period: October 2026 - Form ADV filing dated: January 31, 2025 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330735 - AdvisorCensus page: https://advisorcensus.com/firm/aviator-s-wealth-management-330735 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) - Commissions ### Fees and minimums (Form ADV Part 2A brochure dated January 31, 2025) - Hourly rate: $500 an hour (Family Dynamics, Governance, and Wealth Counseling services) > 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) > 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 brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $0 - Discretionary: $0 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | Fewer than 5 | Not reported | | High net worth individuals | Fewer than 5 | Not reported | | Banking or thrift institutions | Fewer than 5 | Not reported | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported | | Charitable organizations | Fewer than 5 | Not reported | | State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported | | Other investment advisers | Fewer than 5 | Not reported | | Insurance companies | Fewer than 5 | Not reported | | Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported | | Corporations or other businesses not listed above | Fewer than 5 | Not reported | ### 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 ### Firm details - Registered since: 2025 (1 year) - Employees: 5 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CO, ID - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - aviatorswealth.com - Facebook facebook.com - Instagram @aviatorswealth - Instagram @aviatorswealthmanagement - LinkedIn @aviator-s-wealth-management ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $0 | 5 | January 31, 2025 | | October 2026 | $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. ## 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aviator's Wealth Management (CRD 330735): Form ADV filing data as of October 2026.