Invera Wealth Advisors LLC
● SEC registered since 2022CRD 323792SEC# 801-126833
Reg. AUM
$243.8M
Employees
3
Accounts
689
Location
—
Invera Wealth Advisors LLC assets under management
Invera Wealth Advisors LLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $243.8 million in regulatory assets under management and employs 3 people.
Invera Wealth Advisors LLC owners & executives
6 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Invera Wealth Advisors LLC manage?
Invera Wealth Advisors LLC reports $243.8 million in regulatory assets under management on its Form ADV.
How many employees does Invera Wealth Advisors LLC have?
Invera Wealth Advisors LLC reports 3 employees.
Does Invera Wealth Advisors LLC disclose fund performance?
Invera Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$243.8M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$243.8Mregulatory AUM
Discretionary $241MNon-discretionary $2.9M