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).
-
Total Assets Under Management212MILLION
-
Total Number of Accounts554ACCOUNTS
-
Average Account Value$382,615
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, LA, OR, TX
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.
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.
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.