EVERMAY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,329,578,501
Discretionary
$1,284,902,948
Non-discretionary
$44,675,553
Firm details
- CRD number
- 149230
- SEC file number
- 801-70170
- Main office
- ARLINGTON, VA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- https://www.facebook.com/pages/category/Financial-Service/Evermay-Wealth-Management-777251242354054/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.