INVERA WEALTH ADVISORS LLC

3 registered advisors·CRD# 323792
SEC# 801-1268331(541) 647-1980
01

Firm Overview

AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVERA WEALTH ADVISORS LLC

3 registered advisors
Jessica Faye Higgins
BEND, Oregon
Mary Shepard Brooks
BEND, Oregon
Shenandoah Sampson
BEND, Oregon
05

Office Locations

BEND, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. INVERA WEALTH ADVISORS LLC (CRD# 323792) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.