Active
INVERA WEALTH ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$236.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 224.7M |
| Non-Discretionary | 11.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323792 |
| SEC Number | 801-126833 |
| Phone | (541) 647-1980 |
| Total Employees | 4 |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 80 |
| High Net Worth Individual… | 62 |
| Charitable Organizations | 1 |
County data not available for this organization.