INVERA WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$243,846,917
Discretionary
$240,962,727
Non-discretionary
$2,884,190
Firm details
- CRD number
- 323792
- SEC file number
- 801-126833
- Employees
- 3
- SEC status
- Approved
- Website
- https://inverawealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.