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Principal, Chief Investment Officer, and CCO · Invera Wealth Advisors LLC

Shenandoah Sampson

CRD 6900088 · Named on Form ADV at one SEC-registered adviser

At a glance

Invera Wealth Advisors LLC, an SEC-registered wealth manager with $244 million in regulatory assets, lists Shenandoah Sampson on its Form ADV as Principal, Chief Investment Officer, and CCO, a control person.

Firms and roles

  • Invera Wealth Advisors LLCPrincipal, Chief Investment Officer, and CCOWealth manager · United States · $244M in regulatory assets

AtlasMembers

Shenandoah’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Shenandoah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.