AverTrust Wealth LLC logo

AverTrust Wealth LLC

Updated today

Total assets under management

$1,317,801

Total clients

16

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

16

Average account size

$82,363

About

The firm is a small, state‑registered independent wealth management practice serving individuals, small businesses, trusts and estates with ongoing portfolio management and financial planning services. It reports managing roughly $1.32 million of regulatory assets under management and advising an additional approximately $783,000 of outside assets across a client base of about 16 households.

The firm’s investment process combines technical, fundamental and cyclical analysis with a target 12–18 month holding horizon and an emphasis on long‑term capital appreciation tempered by capital preservation. Accounts are generally managed on a non‑discretionary basis with individualized Investment Policy Statements and client approval required before portfolio changes, except where third‑party managers are engaged.

Distinctive aspects include the principal’s insurance licensing and the firm’s ability to offer life and health insurance solutions alongside advisory services, plus a regular schedule of educational seminars and presentations for clients and groups. The practice is notably small and specialist‑oriented, focusing on business owners (including automotive and technical owners), medical professionals, women and retirees, and is led by a principal with engineering and business degrees and a Certified Wealth Strategist designation.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business succession planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Doctor or Medical Professional

Demographic focus

Women Professionals

Fee options

Percentage

$0 - $250,000: 1.5% $250,000 - $499,999: 1.25% $500,000 - $1,999,999: 1% $2,000,000 - $6,999,999: 0.75% $7,000,000+: 0.6%

Project-based

$200 per hour

Other

Minimum fee: $125 minimum quarterly fee

Main office location

AverTrust Wealth LLC

Crown Point IN, United States

Number of offices

2

Most active in

Indiana · Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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