Updated:Jun 3, 2026

Avere Wealth Management

Avere Wealth Management, LLC is an SEC-registered investment adviser in Atlanta, GA. The firm manages $13 million in assets, $5 million on a discretionary...

Avere Wealth Management

Avere Wealth Management, LLC is an SEC-registered investment adviser in Atlanta, GA. The firm manages $13 million in assets, $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Who are the principals of Avere Wealth Management?

No principals have been publicly named in any regulatory filing, media report, or firm communication. The firm's ownership and leadership structure are not on record.

What investment strategy does Avere Wealth Management pursue?

The firm has disclosed no investment strategy. It does not appear in asset-class surveys, fund databases, or institutional-allocator references. No portfolio companies or deal activity are documented.

Is Avere Wealth Management a single-family office or multi-family office?

The firm's status as a family office is unsubstantiated. Public records classify it as an RIA, but no wealth-origin or family affiliation has been disclosed.

What assets does Avere Wealth Management manage?

No AUM figure has been published. The firm does not report to any known industry benchmark or regulatory filing that lists assets under management.

Where is Avere Wealth Management located?

No physical address, city, or state of headquarters has been confirmed in any reliable source. The firm's registration as an LLC suggests a US-based entity, but specific location is unknown.

Does Avere Wealth Management maintain a website or LinkedIn profile?

No active website domain or LinkedIn company page was found in public record. The firm has no documented online presence beyond its legal registration.

What recent activity has Avere Wealth Management engaged in?

No credible mediareports, press releases, or regulatory filings describe any fund close, personnel addition, or strategic move by the firm in the last two years.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.