Invera Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance.
Invera Wealth Advisors reports 139 clients. They include 107 individual clients and 32 high-net-worth individuals. Of its assets, 98.8% ($241M across 677 accounts) are managed with discretion; $2.88M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 30% |
| High-net-worth individuals | 23% | 61% |
| Banking or thrift institutions | Fewer than 5 | 5% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other client typesOther | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $73.8M | 30.3% | $690K |
| High-net-worth individuals | 32 | $149M | 61.1% | $4.66M |
| Banking or thrift institutions | Fewer than 5 | $12.4M | 5.1% | — |
| Pension and profit-sharing plans | Fewer than 5 | $6.91M | 2.8% | — |
| Corporations and other businesses | Fewer than 5 | $1.71M | 0.7% | — |
| Other | Fewer than 5 | $20.8K | 0.0% | — |
| Total | 139 | $244M | 100% | — |
- Clients
- 107
- Regulatory AUM
- $73.8M
- AUM share
- 30.3%
- Avg. per client
- $690K
- Clients
- 32
- Regulatory AUM
- $149M
- AUM share
- 61.1%
- Avg. per client
- $4.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.4M
- AUM share
- 5.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.91M
- AUM share
- 2.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.71M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $20.8K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 139
- Regulatory AUM
- $244M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Invera Wealth Advisors charges 1.00%–2.00% a year for its Wealth management fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Hourly fees up to $300 per hour, or a fixed engagement fee negotiated from the expected hours; negotiable.
Invera Holding Company LLC owns 75% or more of Invera Wealth Advisors and is in turn owned by Invera LLC (75% or more). The leadership team of Invera Wealth Advisors includes Chief Investment Officer Shenandoah Sampson. It has 3 employees, 2 of them in advisory roles.
Leadership
- Jessica HigginsPrincipal and Financial Advisor
- Shenandoah SampsonPrincipal, Chief Investment Officer, and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Invera Wealth Advisors LLC
Invera Holding Company LLC
Control person · since December 2022
- Owns 75% or more of Invera Holding Company LLC
Invera LLC
Control person · since November 2022
- Owns 50% to 75% of Invera LLC
Jessica Higgins
Control person · since October 2022
- Owns 50% to 75% of Invera LLC
Shenandoah Sampson
Control person · since October 2022
Invera Wealth Advisors’ regulatory assets grew from $201M (May 2023) to $244M (February 2026); clients were 139 in both filings and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $244M | 139 | 3 | 1 |
| July 2025 | $236M | 143 | 4 | 2 |
| March 2024 | $212M | 134 | 4 | 2 |
| May 2023 | $201M | 138 | 4 | 2 |
Besides its headquarters, Invera Wealth Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Invera Wealth Advisors LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 541-647-1980
- @invera-wealth-advisors
- SEC file
- 801-126833
- Founded
- 2022
- Structure
- Oregon LLC
- Fiscal year end
- December
Invera Wealth Advisors uses Raymond James ($244M) as custodian for its separately managed accounts. Invera Wealth Advisors has custody of $10M in client assets for 20 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $244M100%
At year end, Invera Wealth Advisors’ separately managed accounts were mostly in stocks (70%) and bonds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $186M across 132 positions; the largest are iShares TR (4.0%), Apple Inc. (3.5%) and iShares TR (3.3%).
What the accounts hold
- Stocks70%
- Exchange-traded equities55%
- Non-exchange-traded equities15%
- Funds2%
- Registered funds1%
- Pooled vehicles1%
- Bonds15%
- Investment grade corporate bonds11%
- State and local bonds4%
- Cash13%
Reported 13F holdings
- $186M
- Reported 13F value
- 132
- Positions
- 31.5%
- In the 10 largest
- +19.7%
- Value vs. prior quarter
- iShares TR · Ishs 5-10yr Invt4.0%
- Apple Inc.3.5%
- iShares TR · Futu AI Tech ETF3.3%
- iShares TR · Esg Awre Usd ETF3.2%
- Alphabet Inc. · Cap Stk CL A3.2%
- iShares TR · Egsadvncdmsci EM3.1%
- iShares TR · Esg Eafe ETF3.1%
- Microsoft Corp.2.8%
- JPMORGAN Chase & CO2.7%
- Nvidia Corporation2.6%
Together, the ten largest are 31.5% of reported value.
How many clients does Invera Wealth Advisors have?
Invera Wealth Advisors has 139 clients and manages $244 million for them, as of February 2026. They include 107 individual clients and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Invera Wealth Advisors offer?
Invera Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Invera Wealth Advisors charge?
Invera Wealth Advisors charges 1.00%–2.00% a year for its Wealth management fee. The fee is billed in advance and is negotiable.
Source: INVERA WEALTH ADVISORS ADV PART 2A, filed 23 February 2026
Which custodians does Invera Wealth Advisors use?
Invera Wealth Advisors’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $244M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Invera Wealth Advisors have?
Invera Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Invera Wealth Advisors invest in?
At the end of its last fiscal year, Invera Wealth Advisors’ separately managed accounts held 55% exchange-traded equities, 15% non-exchange-traded equities, 13% cash and equivalents, 11% investment grade corporate bonds, 4% state and local bonds, 1% registered funds (mutual funds, ETFs, BDCs) and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Invera Wealth Advisors?
Invera Wealth Advisors is owned through a chain of holding companies by Jessica Higgins and Shenandoah Sampson. Its direct owner is Invera Holding Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Invera Wealth Advisors get paid?
Invera Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Invera Wealth Advisors?
Its phone number is 541-647-1980.