Invera Wealth Advisors LLC

RIASEC RegisteredEst. 2022

Total AUM

$244M

Discretionary

$241M

99% of AUM

Avg account

$354K

Accounts

689

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 323792
Registered since: November 4, 2022
Website: www.inverawealthadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.11%
Individuals30.26%
Banking / Thrift Institutions5.08%
Pension & Profit Sharing Plans2.83%
Corporations / Businesses0.7%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Invera Wealth Advisors LLC is an independent, SEC-registered investment adviser formed as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation methods include a percentage-of-AUM fee plus the ability to charge hourly and fixed fees for certain engagements. Invera is not positioned as a capital allocator or a pension-only consultant, and it does not describe itself as an active ESG investor. The adviser appears to run a traditional wealth-management practice rather than a multi-state or related-adviser network: its registration predates 2022 and its owner structure is a domestic entity/individual mix. Custody and trading are centralized (see Assets & Accounts), and investment activity emphasizes liquid, exchange-traded instruments alongside selected third-party alternative managers.