Invera Wealth Advisors LLC

Overview

Invera Wealth Advisors LLC is an independent RIA focused on individual and family clients, operating with a fee model that includes percentage of AUM, hourly charges and fixed fees. The firm leans toward an equity-preferred allocation while using exchange-traded products to implement both equity and fixed-income exposure. Its largest reported position is an investment-grade corporate bond ETF, which signals a pragmatic use of ETFs to manage duration and credit exposure alongside individual equity positions. Advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser. Custody and trade execution appear centralized through a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices