Invera Wealth Advisors LLC

Invera Wealth Advisors LLC (CRD# 323792) is a financial advisory firm headquartered in Bend, OR. They manage $211,968,649 in 554 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
70 Sw Century Drive, Suite 100, Pmb 5056, Bend, OR 97702
https://inverawealth.com
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $382,615
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, LA, OR, TX

Financial Advisors at Invera Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mary Brooks, financial advisor Bend OR
Mary S. Brooks
CRD#: 1247072
Bend, OR

Mary Brooks (CRD# 1247072) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 39 years of experience in the finance industry.

2
Jessica Higgins, financial advisor Bend OR
Jessica F. Higgins
CRD#: 6305102
Bend, OR

Jessica Higgins (CRD# 6305102) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 8 years of experience in the finance industry.

3
Shenandoah Sampson, financial advisor Bend OR
Shenandoah Sampson
CRD#: 6900088
Bend, OR

Shenandoah Sampson (CRD# 6900088) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 5 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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