LP Profile

Alera Investment Advisors

Also known as alera

Wealth ManagerDeerfield, United StatesFounded 2017
Deerfield
Headquarters
Investment Focus

About Alera Investment Advisors

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Alera Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.3B
Total Clients
4,077
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Alera Investment Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Alera Investment Advisors?

Alera Investment Advisors is a wealth manager based in Deerfield, United States.

Where is Alera Investment Advisors headquartered?

Alera Investment Advisors is headquartered in Deerfield, United States.

When was Alera Investment Advisors founded?

Alera Investment Advisors was founded in 2017.

How can I contact Alera Investment Advisors?

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