NEWERA WEALTH ADVISORS, INC.
Legal name: NEWERA WEALTH
CRD #331612 SEC #801-130504 CORAL GABLES, FL 786-577-9396
SEC Registered
Total AUM
$21.7M
Discretionary
$7.8M
Employees
2
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $21.7M | $7.8M | $13.9M | 2 | 0 |
| Oct 2024 | $7.9M | $7.9M | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$21.7M
Discretionary$7.8M
Non-Disc.$13.9M
Employees2
Clients0
DateOct 2024
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0