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John Alex Maurer

AVERA CAPITAL WEALTH MANAGEMENT, LLC·GRAND JUNCTION, Colorado
Clean recordAVERA CAPITAL WEALTH MANAGEMENT, LLC
101 S 3RD STREET, GRAND JUNCTION, CO 81501CRD# 5118729Firm CRD# 315089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Alex Maurer · GRAND JUNCTION, CO
Registration
CRD #5118729 · AVERA CAPITAL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Alex Maurer is a registered financial advisor based in GRAND JUNCTION, Colorado, affiliated with AVERA CAPITAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AVERA CAPITAL WEALTH MANAGEMENT, LLC
AVERA CAPITAL WEALTH MANAGEMENT
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVERA CAPITAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5118729
Firm CRD# 315089
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Alex Maurer offer?
John Alex Maurer specializes in Financial Planning, Investment Management. Contact their office in GRAND JUNCTION, Colorado for a consultation.
What are John Alex Maurer's credentials?
John Alex Maurer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alex Maurer located?
John Alex Maurer is based in GRAND JUNCTION, Colorado, working with AVERA CAPITAL WEALTH MANAGEMENT, LLC. Their office serves clients in the GRAND JUNCTION metropolitan area and surrounding communities.
How does John Alex Maurer charge for services?
John Alex Maurer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVERA CAPITAL WEALTH MANAGEMENT, LLC?
AVERA CAPITAL WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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