Adam
Camacho

Avera Capital Wealth Management

CRD#5300994
Investment Advisor
in Grand Junction, CO

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About this Advisor

Adam Camacho is a financial advisor based in Grand Junction, Colorado, working with Avera Capital Wealth Management. Adam has previously held positions at Axa Advisors, LLC, Equitable Advisors, LLC, and Avera Capital Wealth Management. Adam has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Idaho, and Texas. Currently, Adam is part of Avera Capital Wealth Management, which operates out of Grand Junction, Colorado. The firm has 2 offices and 5 employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Avera Capital Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 S 3Rd Street Suite 300
Grand Junction, CO 81501

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Avera Capital Wealth Management Brokerage Details

Total Assets Under Management

$132,708,438

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

656

CO Average: 1,101
Average Account Size

$202,299

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Adam Camacho Work History

2021 - Present (4 years)

Avera Capital Wealth Management

2007 - 2020 (13 years)

Axa Advisors, LLC

2007 - 2021 (14 years)

Equitable Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Adam Camacho to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avera Capital Wealth Management

Adam Camacho
Grand Junction, CO
John Maurer
Grand Junction, CO

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