| Name | Title | Ownership | Since |
|---|---|---|---|
| Invera Holding Company LLC Control | Managing Member | Over 75% | 2022 |
| Jessica Faye Higgins Control | Principal And Financial Advisor | Under 5% | 2022 |
| Shenandoah Sampson Control | Principal, Chief Investment Officer, And Cco | Under 5% | 2022 |
Invera Wealth Advisors LLC reports $236.1 million in regulatory assets under management on its Form ADV.
Invera Wealth Advisors LLC reports 4 employees.
Invera Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (541) 647-1980 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1976780 |
| Discloses disciplinary history | No |
| Discretionary | $224.7M |
| Non-discretionary | $11.4M |
| Total (RAUM) | $236.1M |