No longer SEC-registered. Avera Capital Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$132.7M
Employees
5
Accounts
656
Location
Grand Junction, CO
Avera Capital Wealth Management, LLC assets under management
Avera Capital Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Junction, CO. It reports $132.7 million in regulatory assets under management and employs 5 people.
How much does Avera Capital Wealth Management, LLC manage?
Avera Capital Wealth Management, LLC reports $132.7 million in regulatory assets under management on its Form ADV.
How many employees does Avera Capital Wealth Management, LLC have?
Avera Capital Wealth Management, LLC reports 5 employees.
Where is Avera Capital Wealth Management, LLC located?
Avera Capital Wealth Management, LLC is based in Grand Junction, CO.
Does Avera Capital Wealth Management, LLC disclose fund performance?
Avera Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
101 S 3rd Street, Suite 300, Grand Junction, CO 81501