RIA Intel›Advisers›Georgia›AVERE WEALTH MANAGEMENT, LLC

AVERE WEALTH MANAGEMENT, LLC

Advisory

ATLANTA, GA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$272K

across 47 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$5M

Non-Discretionary AUM$7M

Discretionary %42.7%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

GIEN CAPITAL MANAGEMENT LLC

$13M

PR SQUARED WEALTH MANAGEMENT LLC

$13M

NEURAVEST RESEARCH INC

$13M

COMPASS ADVISORS LLC

$13M

RANDALL PAUL MARTIN

$13M

MARATHON WEALTH INCORPORATED

$12M

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