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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas crest
- Established Date
- 07-22-2024
- Office Locations
- 1
Office Locations
About Aviator Wealth Group
Aviator Wealth Group is a fee-only, employee-owned RIA providing comprehensive wealth management and bespoke financial planning for companies and families. The team emphasizes tax-efficient education (529) and retirement planning, diversified portfolio construction across public equities, fixed income, and alternatives, and performance reporting focused on risk-adjusted returns, supported by ongoing client education and Monte Carlo-based planning. Offices in Denver and Bozeman; fees are stated as ~35% below industry average and decline 2% annually.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Darren Louis Spreeuw
Chief Compliance Officer
- CRD
- #6705290
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,263,850 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,263,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,263,850
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $172,099,674 | 8.3% |
| Equity - Exchange | $269,553,707 | 13.0% |
| Cash | $466,535,261 | 22.5% |
| Corporate - Investment Grade | $391,889,620 | 18.9% |
| Municipal Bonds | $425,065,460 | 20.5% |
| Other | $348,346,329 | 16.8% |
| Total | $2,073,490,051 | 100.0% |