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CEERA INVESTMENTS, LLC

· CRD 135179 · IAPD ↗ · ceera.com · 713-364 6770

$303.7MRegulatory AUM
1Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — CEERA INVESTMENTS, LLC reported RAUM up 30% ($252.6M -> $328.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.