Avertrust Wealth LLC

Avertrust Wealth LLC (CRD# 155983) is a financial advisory firm headquartered in , . They manage $1,856,508 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.avertrust.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $84,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Avertrust Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eudora Adolph, financial advisor Crown Point IN
Eudora F. Adolph
CRD#: 5046093
Crown Point, IN

Eudora Adolph (CRD# 5046093) is an Investment Advisor Representative working at Avertrust Wealth LLC in Crown Point, IN and has over 18 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals