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
| Title | Principal, Chief Investment Officer, And Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Invera Wealth Advisors LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |