AVERE WEALTH MANAGEMENT, LLC

Overview

Avere Wealth Management, LLC is an independent registered investment adviser that functions as a capital allocator for individual, family and small institutional clients. The firm emphasizes equity exposure, running a portfolio mix concentrated in exchange-traded equities alongside mutual funds and selected third‑party alternative managers. Its advisory offering centers on financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when clients need specialty capabilities. The firm charges a mix of fee structures — percentage of AUM, hourly and fixed fees — allowing flexibility for different client engagements. Avere does not identify as an active ESG investor and is not registered as a multi‑state adviser. It lists industry affiliations with an accountant and an insurance company, which suggests it coordinates tax and risk-transfer planning as part of client service.

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