Avera Capital Wealth Management, LLC
CRD 315089SEC# 801-121625Grand Junction, CO
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.
Avera Capital Wealth Management, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cavalier Investment Holdings, LLC Control | Member | Over 75% | 2024 |
| Diego J Galan Control | Cfo | Under 5% | 2024 |
| Gerald Haig Ariyan Control | Chairman | Under 5% | 2024 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
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 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$132.7MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$132.7Mregulatory AUM
Discretionary $132.7M