INVERA WEALTH ADVISORS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Oregon, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	546	$200.0M
Non-Discretionary	8	$12.0M
Total	554	$212.0M

Clients

Type	Number	RAUM
Individuals	75	$36.1M
HNW Individuals	58	$174.2M
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	0	$0
Charitable organizations	<5	$1.6M
State or municipal gov entities	0	$0
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	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	200.0M

Portfolio Manager to Program	Sponsor
INVERA WEALTH WRAP FEE PROGRAM	INVERA WEALTH ADVISORS LLC

Identifiers

SEC RIA File Number	801-126833
SEC ERA File Number	801-126833
SEC CIK Numbers	1976780
SEC CRD Numbers	323792
Legal Entity Identifier	None

Principal Office

2325 NW LOLO DRIVE
BEND
OR
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic