Newera Wealth Advisors, Inc.
CRD 331612SEC# 801-130504Coral Gables, FL
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Victor Kelvin Hernandez Control | Managing Member - Principal | 50-75% | 2024 |
| Yaniris Elward Control | Member - Cco | 50-75% | 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
| Address | 121 Alhambra Plaza, Suite 1000, Coral Gables, FL 33134 |
| Office hours | 9a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$21.7MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$21.7Mregulatory AUM
Discretionary $7.8MNon-discretionary $13.9M