Evertern Wealth, LLC

RIASEC RegisteredEst. 2026

Total AUM

$1.6B

Discretionary

$1.5B

97% of AUM

Avg account

$1.4M

Accounts

1,153

Employees

Advisory reps

Firm details

Headquarters: Naples, Florida
CRD number: 340830
Registered since: March 31, 2026
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.98%
Individuals1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Evertern Wealth, LLC is an independent, SEC-registered registered investment adviser formed as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with manager selection services. It also operates as a registered representative of a broker-dealer and uses a combination of fee models (asset-based fees, hourly charges, and fixed fees). Evertern identifies as an active ESG investor, indicating environmental, social and governance considerations are incorporated into its investment process.