Invera Wealth Advisors Llc
- Regulatory AUM
- $244M
- Discretionary
- $241M
- Clients
- 139
- Avg AUM / client
- $1.8M
- Accounts
- 689
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 107 | $73.8M | 30.3% |
| High net worth individuals | 32 | $149M | 61.1% |
| Banking or thrift institutions | Fewer than 5 clients | $12.4M | 5.08% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.9M | 2.83% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.7% |
| Other | Fewer than 5 clients | $20.8K | 0.01% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brooks, Mary, Shepard | Principal And Financial Advisor | Feb 2019 (8y) | ≈ 14.06% – 50% via M2 One Llc | |
| Jessica Faye Higgins | Principal And Financial Advisor | CFP | Oct 2022 (4y) | ≈ 28.13% – 75% via Invera Llc |
| Shenandoah Sampson | Principal And Chief Investment Officer | CFP | Oct 2022 (4y) | ≈ 28.13% – 75% via Invera Llc |
| Pohl, Brett, William | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Invera Holding Company Llc | Managing Member | Dec 2022 | A | 75% or more |
| Invera Llc | Managing Member | Nov 2022 | B | ≈ 56.25% – 100% via Invera Holding Company Llc |
| M2 One Llc | Member | Nov 2022 | B | ≈ 18.75% – 50% via Invera Holding Company Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brooks, Mary, Shepard: 75% – 100% of M2 One Llc × 25% – 50% of Invera Holding Company Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Jessica Faye Higgins: 50% – 75% of Invera Llc × 75% – 100% of Invera Holding Company Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Shenandoah Sampson: 50% – 75% of Invera Llc × 75% – 100% of Invera Holding Company Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Invera Llc: 75% – 100% of Invera Holding Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- M2 One Llc: 25% – 50% of Invera Holding Company Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $244M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗