SourcingSourcing

INVERA WEALTH ADVISORS LLC

B54
CRD 323792·SEC 801-126833
AUM
$243.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$732K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVERA WEALTH ADVISORS LLC
CRD
323792
SEC file #
801-126833
EIN
920866410
DBA names
—

Economics

AUM
$243.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$236.1M → $243.8M▲ +3%
Client mix
Individuals Other107
Individuals High Net Worth32

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
inverawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVERA HOLDING COMPANY LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
INVERA HOLDING COMPANY LLC
HIGGINS, JESSICA, FAYE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVERAWEALTH.COM
Rdap Domain Creation Date
2019-05-03T19:44:48Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001976780
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2024-01-17
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001976780-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
70 SW CENTURY DRIVESTE 100 PMB 5056BEND, OR 97702
Business
70 SW CENTURY DRIVESTE 100 PMB 5056BEND, OR 97702
Edgar EIN
920866410
Edgar Recent Filings
13F-HR2026-04-22 · 0001976780-26-000002
13F-HR2026-01-23 · 0001976780-26-000001
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-05-03T19:44:48Z
Rdap Domain Last Changed
2026-04-19T07:02:51Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
Sampson, Shenandoah
IAR · Executive Officer · 2.5%
6900088
HIGGINS, JESSICA, FAYE
IAR · Executive Officer · 2.5%
6305102