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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2022
- Office Locations
- 1
Office Locations
About Invera Wealth Advisors LLC
Invera Wealth Advisors is a Bend, Oregon wealth advisory firm serving retail and institutional clients. The firm provides financial and investment planning, insurance guidance, and charitable-giving support. Portfolios are heavily ETF-based, complemented by investment-grade corporate bonds and public funds. Custody is through Raymond James, and the team includes a dedicated CIO/CCO principal.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JESSICA FAYE HIGGINS
Financial Advisor, PRINCIPAL
- CRD
- #6305102
- Ownership
- Less than 5%
Shenandoah Sampson
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL, Wealth Advisor
- CRD
- #6900088
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,962,727 | $355,927 |
| Non-Discretionary | $2,884,190 | $240,349 |
| Total | $243,846,917 | $353,914 |
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Separately Managed Accounts
Total SMA Asset: $243,846,917
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $425,787,488 | 12.0% |
| Equity - OTC | $755,772,791 | 21.3% |
| Cash | $557,071,963 | 15.7% |
| Corporate - Investment Grade | $301,599,471 | 8.5% |
| Municipal Bonds | $894,153,724 | 25.2% |
| Private Funds | $173,863,224 | 4.9% |
| Public Funds | $439,980,404 | 12.4% |
| Total | $3,548,229,065 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FUSION PEAK | EAGLE SUMMIT | TOOT8RS1V | WWJ | 8.29% | $65,455,297 |
| MOMENTUM BEACON | QUANTUM EAGLE | N4RR3NHLK | YXXQW | 1.57% | $51,637,293 |
| MERIDIAN VITAL PATHWAY | TIMBER VALUE | 3K8XUOBGJ | YBY | 10.07% | $115,114,222 |
| OAK ALPHA | GLACIER HARBOR | N2IBFL9S1 | HMRF | 1.60% | $30,794,212 |
| RIDGE CREST | NORTH ELEMENT | 2VULO49SI | BPYQ | 4.59% | $102,087,000 |
| FRONTIER OAK | PRIME CAPITAL | KL5TMCUYW | RLCJO | 0.65% | $2,527,048 |
| RADIAL EAGLE MERIDIAN | BEACON FOUNDATION | YDFYA9COS | LUPQT | 11.27% | $40,165,649 |
| FRONTIER PRIME | HORIZON HORIZON | 8LW0VLMC7 | PYD | 8.82% | $32,861,012 |