Avere Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,589,081
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$503,563
About
Avere Wealth Management is an independent, single-advisor registered investment adviser serving individuals, families, business owners, executives, trusts, estates and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, integrating cash flow, retirement, investment and tax-aware planning into its advisory services.
The firm constructs customized portfolios using ETFs, mutual funds and individual securities with a generally long-term orientation while allowing tactical reallocations for tax efficiency or client needs; it also provides digital asset planning and may advise on accounts held away from the custodian. Avere Wealth uses fundamental and technical analysis supported by technology tools (including AI-enabled transcription and drafting) to streamline operations, with all recommendations subject to human review.
Noteworthy distinctions include an affiliated tax and accounting business operated by the firm’s principal — the brochure states the principal devotes approximately 35% of business time to that practice and may prepare individual tax returns under separate engagements — and the principal’s licensure as an insurance professional, with insurance implementations producing commission income and consuming less than 10% of time. The firm also provides retirement plan advisory services in an ERISA fiduciary capacity (including IPS design, vendor analysis and 404(c) assistance), a combination of tax, insurance and plan services that is uncommon among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Equity compensation tax strategy
Tax-loss harvesting
Business ownership considerations
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Gen X (Born 1965-1980)
Fee options
$0 - $1,000,000: 1.30% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Insurance commissions earned by Ms. Tate as an independent insurance professional; separate from advisory fees.
Account minimum: $50,000 Minimum fee: Minimum annual advisory fee may be imposed depending on the nature of services; minimums may be waived at Advisor's discretion. Fee-only: Financial planning fees generally range from $10,000 to $30,000 annually; digital asset planning fees range from $800 to $1,700 annually based on digital asset value tiers.
Main office location
Avere Wealth Management, LLC
3372 Peachtree Road, Suite 115
Atlanta GA 30326, United States
Number of offices
1
Most active in
Avere Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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