Invera Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 23, 2026, reports $244M in regulatory assets under management, 3 employees, and 689 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
107
2
HNWI
23.0%
32
Categories with <5 clients
529 PLANS<5 clients
Banking or thrift institutions<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of February 23, 2026
Discretionary98.8%
$241M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$244M
Total Accounts689
10Y AUM Change+$244M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.