AVERA CAPITAL WEALTH MANAGEMENT, LLC
Legal name: AVERA CAPITAL WEALTH MANAGEMENT
CRD #315089 SEC #801-121625 GRAND JUNCTION, CO 970-361-3874
SEC Registered
Total AUM
$132.7M
Discretionary
$132.7M
Employees
5
Clients
0
Accounts
656
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $132.7M | $132.7M | $0 | 5 | 0 |
| Mar 2024 | $132.7M | $132.7M | $0 | 5 | 0 |
| Jul 2023 | $122.3M | $122.3M | $0 | 5 | 0 |
| Mar 2023 | $122.3M | $122.3M | $0 | 5 | 0 |
| Nov 2022 | $113.7M | $105.7M | $8M | 5 | 0 |
| Feb 2022 | $113.7M | $105.7M | $8M | 5 | 0 |
| Jan 2022 | $108.9M | $100.4M | $8.5M | 2 | 0 |
| Dec 2021 | $108.9M | $100.4M | $8.5M | 2 | 0 |
| Oct 2021 | $88.8M | $88.8M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$113.7M
Discretionary$105.7M
Non-Disc.$8M
Employees5
Clients0
DateFeb 2022
Total AUM$113.7M
Discretionary$105.7M
Non-Disc.$8M
Employees5
Clients0
DateJan 2022
Total AUM$108.9M
Discretionary$100.4M
Non-Disc.$8.5M
Employees2
Clients0
DateDec 2021
Total AUM$108.9M
Discretionary$100.4M
Non-Disc.$8.5M
Employees2
Clients0
DateOct 2021
Total AUM$88.8M
Discretionary$88.8M
Non-Disc.$0
Employees2
Clients0