EVERTERN WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,564,247,778
Discretionary
$1,509,666,968
Non-discretionary
$54,580,810
Firm details
- CRD number
- 340830
- SEC file number
- 801-135576
- Main office
- NAPLES, FL, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.EverternWealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.