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Chief Compliance Officer · Inveris US LLC

Juan C. Riera

CRD 2326717 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Inveris US LLC, an SEC-registered asset manager based in Coral Gables, FL with $568 million in regulatory assets, lists Juan C. Riera on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Juan at 1 other registered adviser.

Firms and roles

  • Inveris US LLCChief Compliance OfficerAsset manager · Coral Gables, FL · $568M in regulatory assets
  • Axxets WMCCOWealth manager · Aventura, FL · $101M in regulatory assets

AtlasMembers

Juan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Juan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.