# ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC of DEERFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 287906
- Type: SEC-registered investment adviser
- SEC file number: 801-111892
- Location: THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL, 60015-2567
- Phone: (847) 457-3000
- Latest filing: 2026-03-30
- Regulatory AUM: $5.3B
- Discretionary AUM: $5.3B
- Clients: 107
- Accounts: 4,077

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Michael John Moss | PRESIDENT OF WEALTH SERVICES | — |
| Lyndsay Rachel Kim | CHIEF COMPLIANCE OFFICER | — |
| Holly Knight | PRESIDENT OF RETIREMENT PLAN SERVICES; RETIREMENT PLAN SERVICES PRACTICE LEADER | — |
| Jennifer Ann Bures | CHIEF OPERATING OFFICER | — |
| Christian Mango | PRESIDENT OF RETIREMENT PLAN SERVICES | — |
| LEVITZ RICHARD SCOTT | CHIEF EXECUTIVE OFFICER | — |
| BOMMARITO KRISTA LYN | CHIEF COMPLIANCE OFFICER | — |
| BURES JENNIFER ANN | CHIEF OPERATING OFFICER | — |
| LEBER ADAM R | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MOSS MICHAEL JOHN | PRESIDENT OF AIA WEALTH SERVICES | — |
| HOHMAN TINA MARIE | PRESIDENT; VICE PRESIDENT | — |
| MANGO CHRISTIAN | PRESIDENT OF AIA RETIREMENT PLANNING SERVICES; VICE PRESIDENT | — |
| KIM LYNDSAY RACHEL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287906/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287906/similar
- Related entities: https://search.stillhousedata.com/firm/287906/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287906

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.