David Andrew Simon
MemberAvera Capital Wealth Management, LLCCRD 2453158
About David Andrew Simon
David Andrew Simon is listed as Member at Avera Capital Wealth Management, LLC in Grand Junction, CO. Form ADV reports a beneficial ownership band of Over 75%. David Andrew Simon is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Avera Capital Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does David Andrew Simon work?
David Andrew Simon is listed as Member at Avera Capital Wealth Management, LLC on SEC Form ADV.
How much of Avera Capital Wealth Management, LLC does David Andrew Simon own?
Form ADV reports a beneficial ownership band of Over 75%.
Avera Capital Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
Cedrus Holding Co, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |