Avertrust Wealth LLC

Overview

Avertrust Wealth LLC is a small, independent registered investment adviser that serves individual and family clients with financial planning and portfolio advice. The firm operates as a capital allocator and offers fee arrangements that include a percentage-of-AUM component and hourly billing. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers and educational seminars. The firm also conducts insurance brokerage activity alongside advisory work. Investment activity shows a bias toward liquid public markets — exchange-traded equities are the most-used asset type — but the firm identifies a preference for fixed-income allocations as part of its portfolio construction. Avertrust Wealth does not position itself as an active ESG investor and is not listed as a multi-state adviser. The firm’s operating model appears advisory and consultative rather than custody-driven discretionary management, given the reported AUM composition.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices