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Cavalier Investment Holdings, LLC

MemberAvera Capital Wealth Management, LLC

About Cavalier Investment Holdings, LLC

Cavalier Investment Holdings, LLC is listed as Member at Avera Capital Wealth Management, LLC in Grand Junction, CO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avera Capital Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cavalier Investment Holdings, LLC work?

Cavalier Investment Holdings, LLC is listed as Member at Avera Capital Wealth Management, LLC on SEC Form ADV.

How much of Avera Capital Wealth Management, LLC does Cavalier Investment Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Avera Capital Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2024