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AVERA CAPITAL WEALTH MANAGEMENT, LLC
AVERA CAPITAL WEALTH MANAGEMENT, LLC
AVERA CAPITAL WEALTH MANAGEMENT
GRAND JUNCTION, Colorado
·
1 registered advisor
·
CRD# 315089
SEC# 801-121625
2
970-361-3874
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AVERA CAPITAL WEALTH MANAGEMENT, LLC
1 registered advisor
John Alex Maurer
GRAND JUNCTION, Colorado
CRD# 5118729
05
Office Locations
GRAND JUNCTION, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. AVERA CAPITAL WEALTH MANAGEMENT, LLC (CRD# 315089) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.