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- Custodian
- Gemini Trust · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2011
- Office Locations
- 1
Office Locations
About Avertrust Wealth LLC
AverTrust Wealth LLC is an independent, fee-based RIA providing investment management, financial planning, and consulting for individuals and families navigating major life transitions such as retirement, estate planning, business succession, and divorce. The firm emphasizes transparent, fiduciary advice and disciplined implementation, using diversified asset allocation with ETFs and fixed income and accommodating socially responsible preferences. Led by managing principal and CCO Eudora Frances Adolph.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
EUDORA FRANCES ADOLPH
Chief Compliance Officer, Managing Member, Managing Principal, Wealth Strategist
- CRD
- #5046093
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,317,801 | -- |
| Total | $1,317,801 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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