AverTrust Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Occupation focus
Demographic focus
Fee options
$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%
$200 per hour
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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