Aventus Investment Advisors, Inc.

Aventus Investment Advisors, Inc. (CRD# 153390) is a financial advisory firm headquartered in Cornelius, NC. They manage $69,696,290 in 354 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $196,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NC, NH

Financial Advisors at Aventus Investment Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey P. Hare
CRD#: 2878639
19810 W Catawba Ave, Suite G, Cornelius, NC 28031
97
Wealthminder
score

Jeffrey Hare (CRD# 2878639) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 2 years of experience in the finance industry.

2
Gerald B. Ahern
CRD#: 832178
19810 West Catawba Avenue, Suite G, Cornelius, NC 28031
96
Wealthminder
score

Gerald Ahern (CRD# 832178) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 18 years of experience in the finance industry. Gerald Ahern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carolyn D. Weaver
CRD#: 1717911
19810 West Catawba Avenue, Suite G, Cornelius, NC 28031
96
Wealthminder
score

Carolyn Weaver (CRD# 1717911) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 22 years of experience in the finance industry. Carolyn Weaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeremiah H. Wyatt
CRD#: 2103686
19810 West Catawba Avenue, Suite G, Cornelius, NC 28031
96
Wealthminder
score

Jeremiah Wyatt (CRD# 2103686) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 27 years of experience in the finance industry. Jeremiah Wyatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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