Eversource Wealth Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$5.1B
Discretionary
$4.9B
96% of AUM
Avg account
$372K
Accounts
13,689
Employees
76
Advisory reps
82

Firm details

Headquarters
Birmingham, Alabama
CRD number
286340
Registered since
July 29, 2020
Website
www.eversourcewealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.63%
  • Other21.21%
  • Individuals16.72%
  • Charitable Organizations1.71%
  • Pension & Profit Sharing Plans1.36%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eversource Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital into third-party managers alongside managing portfolios directly. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, publication of periodicals/newsletters and educational seminars or workshops. Fee arrangements include asset-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 42%, Exchange Traded Equities 41%, Other 8%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%42%
  • Public Funds/Mutual Funds42%
  • Exchange Traded Equities41%
  • Other8%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • Mark Wesson

    Mark Wesson

    Chief Executive OfficerCRD 2870801

  • Andrew Ashton

    Andrew Ashton

    COOCRD 8211351

  • David Curran

    David Curran

    Chief of StaffCRD 7952058

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Contacts

3 of 78
  • Tyler Keuning

    Tyler Keuning

    Financial AdvisorCRD 7792825

  • Endel Liias

    Financial AdvisorCRD 7630133

  • Keaton Burke

    Keaton Burke

    Financial AdvisorCRD 7226355

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 977

Active vs passive

$1.9B in ETFs

Passive

62%

$1.2B

Active

28%

$747M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$110M1,282,3405.69%
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Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
3500 Colonnade Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth