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Newera Wealth Advisors, Inc.

CRD 331612SEC# 801-130504Coral Gables, FL
Export (members)
No longer SEC-registered. Newera Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$21.7M
Employees
2
Accounts
33
Location
Coral Gables, FL

Newera Wealth Advisors, Inc. assets under management

Newera Wealth Advisors, Inc. is an SEC-registered investment adviser based in Coral Gables, FL. It reports $21.7 million in regulatory assets under management and employs 2 people.

Newera Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Victor Kelvin Hernandez ControlManaging Member - Principal50-75%2024
Yaniris Elward ControlMember - Cco50-75%2024

Frequently asked questions

How much does Newera Wealth Advisors, Inc. manage?

Newera Wealth Advisors, Inc. reports $21.7 million in regulatory assets under management on its Form ADV.

How many employees does Newera Wealth Advisors, Inc. have?

Newera Wealth Advisors, Inc. reports 2 employees.

Where is Newera Wealth Advisors, Inc. located?

Newera Wealth Advisors, Inc. is based in Coral Gables, FL.

Does Newera Wealth Advisors, Inc. disclose fund performance?

Newera Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 Alhambra Plaza, Suite 1000, Coral Gables, FL 33134
Office hours9a.m. To 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$7.8M
Non-discretionary$13.9M
Total (RAUM)$21.7M