Avere Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,589,081
Clients
25
Advisors
1
of 1 employees
About
Avere Wealth Management is an independent, single-advisor registered investment adviser serving individuals, families, business owners, executives, trusts, estates and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, integrating cash flow, retirement, investment and tax-aware planning into its advisory services.
The firm constructs customized portfolios using ETFs, mutual funds and individual securities with a generally long-term orientation while allowing tactical reallocations for tax efficiency or client needs; it also provides digital asset planning and may advise on accounts held away from the custodian. Avere Wealth uses fundamental and technical analysis supported by technology tools (including AI-enabled transcription and drafting) to streamline operations, with all recommendations subject to human review.
Noteworthy distinctions include an affiliated tax and accounting business operated by the firm’s principal — the brochure states the principal devotes approximately 35% of business time to that practice and may prepare individual tax returns under separate engagements — and the principal’s licensure as an insurance professional, with insurance implementations producing commission income and consuming less than 10% of time. The firm also provides retirement plan advisory services in an ERISA fiduciary capacity (including IPS design, vendor analysis and 404(c) assistance), a combination of tax, insurance and plan services that is uncommon among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.30% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Insurance commissions earned by Ms. Tate as an independent insurance professional; separate from advisory fees.
Account minimum: $50,000 Minimum fee: Minimum annual advisory fee may be imposed depending on the nature of services; minimums may be waived at Advisor's discretion. Fee-only: Financial planning fees generally range from $10,000 to $30,000 annually; digital asset planning fees range from $800 to $1,700 annually based on digital asset value tiers.
Main office
3372 Peachtree Road, Suite 115
Atlanta GA 30326
Advisors at this office
1
Most active in
Georgia
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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