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INVERA WEALTH ADVISORS LLC
CRD 323792 · SEC 801-126833
CA, United States
Phone
(541) 647-1980
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.8M
Discretionary AUM
$241.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $73.8M |
| High net worth individuals | 32 | $149.0M |
States served
CA, DC, LA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD