AVERTRUST WEALTH LLC

AVERTRUST WEALTH LLC is an SEC-registered investment adviser (CRD 155983). Regulatory assets under management: $1.3M.

Registration

• CRD: 155983
• Type: Registered investment adviser
• Phone: 219-267-8000
• Latest filing: 2026-03-26
• Regulatory AUM: $1.3M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155983 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search