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AVERA CAPITAL WEALTH MANAGEMENT
GRAND JUNCTION, CO
970-361-3874
SEC #801-121625Total AUM
$132.7M
Employees
5Clients
302Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 S 3RD STREET
SUITE 300
GRAND JUNCTION
CO 81501
United States
SUITE 300
GRAND JUNCTION
CO 81501
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Monday - Friday
Phone
970-361-3874
Other Offices
2
Financials
Total AUM
$132.7M
Accounts
656Discretionary
$132.7M
Accounts
656Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
253AUM
$41.8M
HNW Individual Clients
46AUM
$65M
Pension/Profit Sharing Plan Clients
1AUM
$3.1M
Charitable Organization Clients
1AUM
$587.3K
Government Entity Clients
1AUM
$22.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCOIDTXUT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.