# INVERA WEALTH ADVISORS LLC

INVERA WEALTH ADVISORS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 323792
- Type: SEC-registered investment adviser
- SEC file number: 801-126833
- Phone: (541) 647-1980
- Latest filing: 2026-02-23
- Regulatory AUM: $243.8M
- Discretionary AUM: $241.0M
- Non-discretionary AUM: $2.9M
- Clients: 3
- Accounts: 689

## Business model

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

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323792/similar
- Related entities: https://search.stillhousedata.com/firm/323792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323792

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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.