RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 5, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Ariyan, Gerald, HaigICHAIRMANNA Control
GALAN, DIEGO, JICFONA Control
CAVALIER INVESTMENT HOLDINGS, LLCDEMEMBERE Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
CAMACHO, ADAM, KENLEYIMANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
MAURER, JOHN, ALEXICCO/ MANAGING MEMBERC Control
RIORDAN, MICHAEL, PICCOB Control

Registrations

Federal

IA
Feb 5, 2025 REGISTERED

Notice Filings (5)

AZ CO ID TX UT

Address

101 S 3RD STREET
SUITE 300
GRAND JUNCTION, CO 81501
United States
Phone: 970-361-3874