AVERE WEALTH MANAGEMENT, LLC

AVERE WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 316472). Regulatory assets under management: $12.8M.

Registration

• CRD: 316472
• Type: Registered investment adviser
• Location: 3372 PEACHTREE ROAD, ATLANTA, GA, 30326
• Phone: 470-231-1299
• Latest filing: 2026-03-27
• Regulatory AUM: $12.8M
• Discretionary AUM: $5.4M
• Non-discretionary AUM: $7.3M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

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 316472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search