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Shenandoah Sampson

Principal, Chief Investment Officer, And CcoInvera Wealth Advisors LLCCRD 6900088

About Shenandoah Sampson

Shenandoah Sampson is listed as Principal, Chief Investment Officer, And Cco at Invera Wealth Advisors LLC. Form ADV reports a beneficial ownership band of Under 5%. Shenandoah Sampson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Invera Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shenandoah Sampson work?

Shenandoah Sampson is listed as Principal, Chief Investment Officer, And Cco at Invera Wealth Advisors LLC on SEC Form ADV.

How much of Invera Wealth Advisors LLC does Shenandoah Sampson own?

Form ADV reports a beneficial ownership band of Under 5%.

Invera Wealth Advisors LLC

TitlePrincipal, Chief Investment Officer, And Cco
OwnershipUnder 5%
Control personYes
Since2022
View Invera Wealth Advisors LLC →

Invera Wealth Advisors LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2022
View Invera Wealth Advisors LLC →