Kelli Mehrens is a control person of Avior Wealth Management and directly owns under 5% of it.
Avior Wealth Management is an investment adviser based in Omaha, NE, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $6.46 billion, as filed on 3 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7821619
- Firm
- Avior Wealth Management · CRD 148674
- Role
- COO
- In role since
- September 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Omaha, NE
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelli Mehrens work?
Kelli Mehrens has been COO of Avior Wealth Management, LLC since September 2023, and is a control person of the firm.
How can I verify Kelli Mehrens’ record?
Kelli Mehrens’ role is listed on Avior Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 148674.
