# AVERA CAPITAL WEALTH MANAGEMENT, LLC

AVERA CAPITAL WEALTH MANAGEMENT, LLC of GRAND JUNCTION, CO is an SEC-registered investment adviser.

## Registration

- CRD: 315089
- Type: SEC-registered investment adviser
- SEC file number: 801-121625
- Location: 101 S 3RD STREET, SUITE 300, GRAND JUNCTION, CO, 81501
- Phone: 970-361-3874
- Latest filing: 2025-02-05
- Regulatory AUM: $132.7M
- Discretionary AUM: $132.7M
- Clients: 5
- Accounts: 656

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Gerald Haig Ariyan | CHAIRMAN | New York, NY |
| Michael P Riordan | CCO; MEMBER | Sewickley, PA |
| Diego J Galan | CFO | — |
| David Andrew Simon | MEMBER | — |
| Julia Lockhart Simon | MEMBER | — |
| MAURER JOHN ALEX | CCO/ MANAGING MEMBER | — |
| CAMACHO ADAM KENLEY | MANAGING MEMBER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HOTCHKISS | CO | 1 | 970-872-4614 |
| BURLEY | ID | 1 | 208-678-0420 |
| HOTCHKISS | CO | 1 | 970-872-4614 |
| BURLEY | ID | 1 | 208-678-0420 |
| HOTCHKISS | CO | 1 | 970-872-4614 |
| BURLEY | ID | 1 | 208-678-0420 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315089/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315089/similar
- Related entities: https://search.stillhousedata.com/firm/315089/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315089

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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.