TrueAdvisor
TrueAdvisor
DG
CFP
DG
CFP

Dylan Thomas Gaver

Avior Wealth Management, LLC
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Avior Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2175 Riverside Drive, Columbus, OH, 43221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avior Wealth Management, LLC
June 2025 - Present · 8 mos
The Sherrington Group
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Budros, Ruhlin & Roe, INC.
August 2019 - December 2021 · 2 yrs 4 mos
PNC Investments
June 2014 - February 2016 · 1 yr 8 mos
PNC InvestmentsBroker
April 2014 - February 2016 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
September 2013 - December 2013 · 3 mos
Nationwide Investment Services CorporationBroker
May 2011 - September 2013 · 2 yrs 4 mos
Nationwide Securities, LLCBroker
January 2011 - May 2011 · 4 mos
Nationwide Securities, LLC
January 2011 - May 2011 · 4 mos
Thrivent Investment Management INC.
July 2008 - September 2009 · 1 yr 2 mos
Thrivent Investment Management INC.Broker
June 2008 - September 2009 · 1 yr 3 mos
The Huntington Investment CompanyBroker
April 2008 - May 2008 · 1 mo
Citigroup Global Markets INC.
January 2008 - March 2008 · 2 mos
Citigroup Global Markets INC.Broker
July 2007 - March 2008 · 8 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.