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
Avera Capital Wealth Management
By the Numbers
-
Total Assets Under Management133MILLION
-
Total Number of Accounts656ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, ID, TX, UT
Financial Advisors at Avera Capital Wealth Management
1
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 (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.
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