Invera Wealth Advisors LLC
Invera Wealth Advisors LLC is an SEC-registered wealth manager with $243.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Invera Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323792, SEC 801-126833, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $243.8M (2026-02-23)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 139
- CRD
- 323792
- Ownership
- Sampson, Shenandoah; M2-ONE LLC; INVERA LLC; POHL, BRETT, WILLIAM; AGUAYO, ERICK, ALEXANDER
How much AUM does Invera Wealth Advisors LLC have?
Invera Wealth Advisors LLC reported $243.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Invera Wealth Advisors LLC?
Disclosed owners and executives of Invera Wealth Advisors LLC include Sampson, Shenandoah, M2-ONE LLC, INVERA LLC, POHL, BRETT, WILLIAM, AGUAYO, ERICK, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.