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Building 2INVERA WEALTH ADVISORS LLC

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Phone(541) 647-1980
NotebookSEC #801-126833
Total AUM
$243.8M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(541) 647-1980

ReceiptFinancials

Total AUM
$243.8M
Accounts
689
Discretionary
$241M
Accounts
677
Non-Discretionary
$2.9M
Accounts
12

ContactClients

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Individual Clients
107
AUM
$73.8M
HNW Individual Clients
32
AUM
$149M
Banking Clients
1
AUM
$12.4M
Pension/Profit Sharing Plan Clients
1
AUM
$6.9M
Corporation or Business Clients
1
AUM
$1.7M
Other Clients
1
AUM
$20.8K
Description of Other Clients
529 PLANS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CADCLAORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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