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AVERE WEALTH MANAGEMENT, LLC
CRD 316472
3372 PEACHTREE ROAD, SUITE 115, ATLANTA, GA, 30326, United States
Phone
470-231-1299
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.8M
Discretionary AUM
$5.4M
Team
1 total employees; 1 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.9M |
| High net worth individuals | 7 | $10.7M |
| Pension/profit sharing plans | 1 | $175K |
All web addresses on file
Official SEC filing: View on IAPD