AVERA CAPITAL WEALTH MANAGEMENT
AVERA CAPITAL WEALTH MANAGEMENT, LLC Legal Name
Adviser information for AVERA CAPITAL WEALTH MANAGEMENT last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 656 | $132.7M |
Non-Discretionary | 0 | $0 |
Total | 656 | $132.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 253 | $41.8M |
HNW Individuals | 46 | $65.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $3.1M |
Charitable organizations | <5 | $587,275 |
State or municipal gov entities | <5 | $22.3M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-121625 |
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SEC ERA File Number | 801-121625 |
SEC CIK Numbers | None |
SEC CRD Numbers | 315089 |
Legal Entity Identifier | None |
Principal Office
101 S 3RD STREETSUITE 300
GRAND JUNCTION
CO
United States
Monday - Friday, 8:00 AM- 5:00 PM
Tel: 970-361-3874, Fax: None
Websites
Chief Compliance Officer
ALEX MAURER
101 S. 3RD STREET
SUITE 300
GRAND JUNCTION
CO
United States
Tel:
970-361-3874
A******@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MAURER, JOHN, ALEX | Individual | – | CCO/ MANAGING MEMBER | 05/2021 | 25-50% |
CAMACHO, ADAM, KENLEY | Individual | – | MANAGING MEMBER | 05/2021 | 25-50% |