AverTrust Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,317,801
Clients
16
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$82,363
About
The firm is a small, state‑registered independent wealth management practice serving individuals, small businesses, trusts and estates with ongoing portfolio management and financial planning services. It reports managing roughly $1.32 million of regulatory assets under management and advising an additional approximately $783,000 of outside assets across a client base of about 16 households.
The firm’s investment process combines technical, fundamental and cyclical analysis with a target 12–18 month holding horizon and an emphasis on long‑term capital appreciation tempered by capital preservation. Accounts are generally managed on a non‑discretionary basis with individualized Investment Policy Statements and client approval required before portfolio changes, except where third‑party managers are engaged.
Distinctive aspects include the principal’s insurance licensing and the firm’s ability to offer life and health insurance solutions alongside advisory services, plus a regular schedule of educational seminars and presentations for clients and groups. The practice is notably small and specialist‑oriented, focusing on business owners (including automotive and technical owners), medical professionals, women and retirees, and is led by a principal with engineering and business degrees and a Certified Wealth Strategist designation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Business succession planning
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Doctor or Medical Professional
Demographic focus
Women Professionals
Fee options
$0 - $250,000: 1.5% $250,000 - $499,999: 1.25% $500,000 - $1,999,999: 1% $2,000,000 - $6,999,999: 0.75% $7,000,000+: 0.6%
$200 per hour
Minimum fee: $125 minimum quarterly fee
Main office location
AverTrust Wealth LLC
Crown Point IN, United States
Number of offices
2
Most active in
AverTrust Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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