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AVERA WEALTH ADVISORS, LLC
AVERA WEALTH ADVISORS, LLC
JOURNEY BEYOND WEALTH
KENNESAW, Georgia
·
2 registered advisors
·
CRD# 290367
SEC# 801-128161
0
678-331-7900
01
Firm Overview
AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AVERA WEALTH ADVISORS, LLC
2 registered advisors
Andrew Jacob Avera
KENNESAW, Georgia
CRD# 6867563
Christopher Robert Mccall
KENNESAW, Georgia
CRD# 4709839
05
Office Locations
KENNESAW, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. AVERA WEALTH ADVISORS, LLC (CRD# 290367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.