Overview
Assets Under Management: $133 million
Headquarters: GRAND JUNCTION, CO
High-Net-Worth Clients: 46
Average Client Assets: $1.4 million
Frequently Asked Questions
AVERA CAPITAL WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315089), AVERA CAPITAL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
AVERA CAPITAL WEALTH MANAGEMENT is headquartered in GRAND JUNCTION, CO.
AVERA CAPITAL WEALTH MANAGEMENT serves 46 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, AVERA CAPITAL WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AVERA CAPITAL WEALTH MANAGEMENT manages $133 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, AVERA CAPITAL WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.94%
Average Client Assets: $1.4 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 315089
Filing ID: 1919128
Last Filing Date: 2025-02-05 11:20:00