# Alera Investment Advisors

Alera Investment Advisors is a Bank / Wealth / Trust based in Deerfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Deerfield, United States
- **Region:** North America
- **Address:** Deerfield, Illinois, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** wealthservices.aleragroup.com
- **LinkedIn:** https://www.linkedin.com/company/aleragroup

## Regulatory record

- **CRD number:** 287906
- **SEC file number:** 801-111892
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287906

## About

Alera Investment Advisors was established in 2017 as a wealth manager. It offers investment advisory services to individuals, high-net-worth individuals, families, trusts, estates, and businesses. The firm delivers asset management, financial planning, and portfolio management. No specific asset classes, portfolio companies, or geographic deployment details appear in available records. No team size, additional offices, or recent operational events from the last 24 months are documented. Adjacent vehicles such as foundations or clubs remain undisclosed. The firm operates as a standard wealth advisory practice without evident hybrid structures or succession details in public sources.

## Questions

### Who runs investment decisions at Alera Investment Advisors?

No named principals or CIO appear in public records.

### Does Alera Investment Advisors participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

## Related profiles

- [Aleph Ventures](https://altss.com/profile/aleph-ventures)
- [Alerion Capital Group](https://altss.com/profile/alerion-capital-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/alera-investment-advisors

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