Avera Wealth Advisors

Finance · Georgia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2146 Roswell Rd Ste 1081009, Marietta, G...

Phone Number

(770) 722-5074

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Avera Wealth Advisors

Journey Beyond Wealth (JBW) is a registered investment advisor that specializes in guiding multi-generational families of significant wealth to find fulfillment beyond their financial assets. The company focuses on helping families clarify their core values, strengthen their relationships, and make a positive impact in their communities. JBW's services include family wealth advising, anticipating obstacles, and providing support for families to live their best lives. Their values-driven team is dedicated to transforming the way families perceive wealth and legacy.Explore more
Avera Wealth Advisors's Social MediaPopular SearchesAvera Wealth Advisors LLCAvera Wealth AdvisorsJourney Beyond WealthSIC Code 62,628NAICS Code 52,523Show more

Avera Wealth Advisors Org Chart

PhoneEmail
CM
United States flag for contact location.

Partner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Avera Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Avera Wealth Advisors

Compare insights from companies similar to Avera Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avera Wealth Advisors

<$5M
1-10
Private
-
2017
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Avera Wealth Advisors Tech Stack

A closer look at the technologies used by Avera Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Avera Wealth Advisors

What is Avera Wealth Advisors's official website?
Avera Wealth Advisors's official website is www.averawealthadvisors.com
What is Avera Wealth Advisors's Revenue?
Avera Wealth Advisors's revenue is <$5 Million
What is Avera Wealth Advisors's SIC code?
Avera Wealth Advisors's SIC: 62,628
What is Avera Wealth Advisors's NAICS code?
Avera Wealth Advisors's NAICS: 52,523
How many employees does Avera Wealth Advisors have?
Avera Wealth Advisors has 1-10 employees
What industry does Avera Wealth Advisors belong to?
Avera Wealth Advisors is in the industry of: Finance, Securities Trading
What is Avera Wealth Advisors competition?
Avera Wealth Advisors top competitors include: Trinity Wealth Management, Sherwood Investment Services, Charleston Financial Advisors, Alliance Wealth Advisors
What technology does Avera Wealth Advisors use?
Some of the popular technologies that Avera Wealth Advisors uses are: Microsoft 365, GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting
How do I contact Avera Wealth Advisors?
Avera Wealth Advisors contact info: Phone number: (770) 722-5074 Website: www.averawealthadvisors.com
What does Avera Wealth Advisors do?

Journey Beyond Wealth (JBW) is a registered investment advisor that specializes in guiding multi-generational families of significant wealth to find fulfillment beyond their financial assets. The company focuses on helping families clarify their core values, strengthen their relationships, and make a positive impact in their communities. JBW's serv... ices include family wealth advising, anticipating obstacles, and providing support for families to live their best lives. Their values-driven team is dedicated to transforming the way families perceive wealth and legacy.Read More

What are Avera Wealth Advisors social media links?
Avera Wealth Advisors Facebook page
Is Avera Wealth Advisors a public company?
Avera Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Avera Wealth Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.