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AVERA CAPITAL WEALTH MANAGEMENT

GRAND JUNCTION, CO · CRD 315089 · IAPD ↗ · averacap.com · 970-361-3874

$132.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — AVERA CAPITAL WEALTH MANAGEMENT (GRAND JUNCTION, CO) left the SEC roster (was $132.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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