Avera Capital Wealth Management

Avera Capital Wealth Management (CRD# 315089) is a financial advisory firm headquartered in Grand Junction, CO. They manage $132,708,438 in 656 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
101 S 3rd Street, Suite 300, Grand Junction, CO 81501
http://www.averacap.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $202,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, ID, TX, UT

Financial Advisors at Avera Capital Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Adam Camacho, financial advisor Grand Junction CO
Adam K. Camacho
CRD#: 5300994
101 S 3rd Street, Suite 300, Grand Junction, CO 81501

Adam Camacho (CRD# 5300994) is an Investment Advisor Representative working at Avera Capital Wealth Management in Grand Junction, CO and has over 13 years of experience in the finance industry.

2
John Maurer, financial advisor Grand Junction CO
John A. Maurer
CRD#: 5118729
101 S 3rd Street, Suite 300, Grand Junction, CO 81501

John Maurer (CRD# 5118729) is an Investment Advisor Representative working at Avera Capital Wealth Management in Grand Junction, CO and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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