NEWERA WEALTH ADVISORS, INC.

NEWERA WEALTH ADVISORS, INC. of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 331612). Regulatory assets under management: $21.7M.

Registration

• CRD: 331612
• SEC file number: 801-130504
• Type: Registered investment adviser
• Location: 121 ALHAMBRA PLAZA, SUITE 1000, CORAL GABLES, FL, 33134
• Phone: 786-577-9396
• Latest filing: 2025-02-03
• Regulatory AUM: $21.7M
• Discretionary AUM: $7.8M
• Non-discretionary AUM: $13.9M
• Clients: 2
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search