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Mark Jon Wyhlidko

Investment adviser representative at Avior Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Avior Wealth Management, LLCJan 2026 to now
  2. Eagle West GroupFeb 2019 to Dec 2025
  3. Ewg Elevate Inc.Feb 2019 to Dec 2025
  4. TD AmeritradeMay 2016 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Avior Wealth Management, LLC

$6.5BAssets managed
4,894Clients
68Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2920675
Firm CRD
148674
Advisor's SEC record (opens in a new tab)
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