# Invera Wealth Advisors LLC

> Invera Wealth Advisors LLC is an SEC-registered investment advisory firm in Bend, OR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 323792
- Filed as: INVERA WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323792
- AdvisorCensus page: https://advisorcensus.com/firm/invera-wealth-advisors-llc-bend-or-323792

## Quick answers

**How is Invera Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invera Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Invera Wealth Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Invera Wealth Advisors LLC located?**
Invera Wealth Advisors LLC's principal office is in Bend, OR, according to its Form ADV; the August 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Invera Wealth Advisors LLC registered with the SEC or a state?**
Invera Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323792.

**How much does Invera Wealth Advisors LLC manage?**
Invera Wealth Advisors LLC reports $243,846,917 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (99% discretionary).

**How have Invera Wealth Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Invera Wealth Advisors LLC: Regulatory assets under management: $201,194,193 in the October 2023 data and $243,846,917 in the October 2026 data, up 21%. Total employees: 4 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invera Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (32).

**Which custodians does Invera Wealth Advisors LLC use?**
Invera Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Invera Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323792

**Does Invera Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "Invera Wealth generally requires a minimum relationship size of $1,000,000, which may be reduced at its sole discretion."

**What changed in Invera Wealth Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> Fees range from 1.00% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Invera Wealth generally requires a minimum relationship size of $1,000,000, which may be reduced at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $243,846,917
- Discretionary: $240,962,727
- Non-discretionary: $2,884,190

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $73,796,057 |
| High net worth individuals | 32 | $149,011,571 |
| Banking or thrift institutions | Fewer than 5 | $12,397,015 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,910,746 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,710,727 |
| Other | Fewer than 5 | $20,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, LA, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2025 filing
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- inverawealth.com
- LinkedIn @invera-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $201,194,193 | 4 | September 11, 2023 |
| October 2024 | $211,968,649 | 4 | March 19, 2024 |
| October 2025 | $236,057,116 | 4 | July 1, 2025 |
| October 2026 | $243,846,917 | 3 | February 23, 2026 |

Regulatory assets under management: $201,194,193 in the October 2023 data and $243,846,917 in the October 2026 data, up 21%.
Total employees: 4 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invera Wealth Advisors LLC (CRD 323792): Form ADV filing data as of October 2026.