# Avertrust Wealth LLC

Avertrust Wealth LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** connexapp.com

## Regulatory record

- **CRD number:** 155983
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155983

## About

Avertrust Wealth LLC is a state-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Financial Planning

## Questions

### Who runs investment decisions at Avertrust Wealth LLC?

Avertrust Wealth LLC does not publicly name its principals or investment committee. The firm as an RIA, which means it has a designated chief compliance officer, but individual managers are not identified in public filings.

### Does Avertrust Wealth LLC participate in direct investments or fund commitments?

Public records do not indicate direct investment activity. The firm's services are limited to advisory and planning functions, focusing on portfolio construction via third-party funds and separate accounts. Direct private equity or real estate deals are not confirmed.

### How is Avertrust Wealth LLC related to any parent or affiliate entities?

No parent company or affiliated entities are publicly identified. The firm operates as a standalone LLC with no disclosed corporate relationships.

## Related profiles

- [SIMBA INVESTMENT ADVISORS](https://altss.com/profile/simba-investment-advisors)
- [DiMatteo Financial Group](https://altss.com/profile/dimatteo-financial-group)

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Last updated: 2026-08-14T12:30:00.000Z

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