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
81

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, SEC-registered RIA organized as an LLC and first registered in 2020. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that selects external managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through publications and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not report 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

  • Rhonda Hitchcock

    Rhonda Hitchcock

    Chief Operations OfficerCRD 7192299

  • David Curran

    David Curran

    Chief of StaffCRD 7952058

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Contacts

3 of 77
  • Robert Collins

    Robert Collins

    Managing PartnerCRD 5694330

  • Stephen Miller

    Stephen Miller

    Senior Financial AdvisorCRD 5711989

  • James Miller

    James Miller

    Senior Financial AdvisorCRD 5797090

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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