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| Happy Holidays!! thanks for using AUM13F!! |
| Invera Wealth Advisors LLC
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| CRD # | 323792 |
| SEC # | 801-126833 |
| CIK # | 0001976780 |
| AUM | $236.1 M (2025-07-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 541-647-1980 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001976780 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.5 | ||
| Alphabet Inc | 3.8 | ||
| Nvidia Corp | 2.5 | ||
| Quintiles Transnational Holdings Inc | 2.5 | ||
| VISA Inc | 2.0 | ||
| Intercontinentalexchange Group Inc | 1.9 | ||
| Facebook Inc | 1.5 | ||
| Salesforce Com Inc | 1.3 | ||
| Diamondback Energy Inc | 1.3 | ||
| HCA Holdings Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| CME Group Inc | 1.0 | ||
| UnitedHealth Group Inc | 0.9 | ||
| McGraw-hill Companies Inc | 0.9 | ||
| Comcast Corp | 0.8 | ||
| Merck & Co Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 41.3 |
| (b) Individuals (high net worth individuals) | 62 | 193.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 0.0 |
| (h) Charitable organizations | 1 | 1.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 236.1 |
| By Discretionary | ||
| Discretionary | 576 | 224.7 |
| Non-Discretionary | 4 | 11.4 |
| Total | 580 | 236.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.1 | |
| Total | 580 | 236.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001976780] |
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