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| Invera Wealth Advisors LLC
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| CRD # | 323792 |
| SEC # | 801-126833 |
| CIK # | 0001976780 |
| AUM | 243.8 M (2026-02-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-647-1980 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001976780 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.0 | ||
| Apple Inc | 5.7 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Nvidia Corp | 4.5 | ||
| Lam Research Corp | 4.0 | ||
| TJX Companies Inc /DE/ | 3.9 | ||
| Ingersoll-Rand PLC | 3.4 | ||
| Cummins Inc | 3.2 | ||
| Amazon Com Inc | 2.9 | ||
| Broadcom Inc | 2.5 | ||
| Tyco International Ltd /Ber/ | 1.9 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| GE Vernova Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 73.8 |
| (b) Individuals (high net worth individuals) | 32 | 149.0 |
| (c) Banking or thrift institutions | 0 | 12.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 689 | 243.8 |
| By Discretionary | ||
| Discretionary | 677 | 241.0 |
| Non-Discretionary | 12 | 2.9 |
| Total | 689 | 243.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.8 | |
| Total | 689 | 243.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976780] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
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