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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| ELWARD, YANIRIS | I | MEMBER - CCO | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
| HERNANDEZ, VICTOR, KELVIN | I | MANAGING MEMBER - PRINCIPAL | D | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
121 ALHAMBRA PLAZASUITE 1000
CORAL GABLES, FL 33134
United States
Phone: 786-577-9396