EVERMONT WEALTH
Firm details
- Headquarters
- CLAREMONT, California
- CRD number
- 168581
- Registered since
- May 26, 2020
- Website
- www.rpawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals59.88%
- HNWI40.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Evermont Wealth is an independent, privately owned registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting both ongoing advisory relationships and project work. Evermont does not identify as an active ESG investor and is not structured as a capital allocator to other firms.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- Other2%
Contacts
3 of 3BRENT PASQUA
President and Financial AdvisorCRD 5880292
MATTHEW THEAL
Financial AdvisorCRD 6245173
Joshua Winterswyk
Financial PlannerCRD 6573201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLAREMONT, CA
LOS ANGELES
Location
CLAREMONT, CA
Headquartered in CLAREMONT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 419 Yale Ave
- Time zone
- PT (UTC-8)
- Office locations
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