Investment adviser · CRD 331612
NEWERA WEALTH
Investment adviser filing (IA)
NEWERA WEALTH ADVISORS, INC.
CORAL GABLES, FL, United States · Form ADV filed Feb 3, 2025
- Regulatory AUM
- $21.7M Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 5 | $17,847,242 | 82.2% |
| Other clients | 2 | $2,665,413 | 12.3% |
| High-net-worth individuals | 4 | $1,206,784 | 5.6% |
Filing source
Form ADV 1934753 · Feb 3, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 3, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
121 ALHAMBRA PLAZA, SUITE 1000CORAL GABLES, FL, 33134, United States
CRD 331612
Filing source
Form ADV 1934753 · Feb 3, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.