INVERA WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 323792). Regulatory assets under management: $243.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| Shenandoah Sampson | MANAGING MEMBER; PRINCIPAL AND CHIEF INVESTMENT OFFICER; PRINCIPAL, CHIEF INVESTMENT OFFICER, AND CCO | Bend, OR |
| Jessica Faye Higgins | MANAGING MEMBER; PRINCIPAL AND FINANCIAL ADVISOR | — |
| Mary Shepard Brooks | MANAGING MEMBER; PRINCIPAL AND FINANCIAL ADVISOR | — |
| POHL BRETT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| AGUAYO ERICK ALEXANDER | CHIEF COMPLIANCE OFFICER | — |
| Sampson Shenandoah | FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRINCIPAL AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| HIGGINS JESSICA FAYE | FINANCIAL ADVISOR; MANAGING MEMBER; PRINCIPAL AND FINANCIAL ADVISOR | — |
| BROOKS MARY SHEPARD | FINANCIAL ADVISOR; MANAGING MEMBER; PRINCIPAL AND FINANCIAL ADVISOR | — |