EVERTERN WEALTH, LLC

Overview

Evertern Wealth, LLC is a newly formed SEC-registered advisory firm organized as a limited liability company and owned by a domestic individual. The firm positions itself as a capital allocator and offers a mix of financial planning and portfolio management services for both individuals/small businesses and for businesses or institutions. Part of its service set is the selection of other advisers, which indicates a willingness to deploy third‑party managers or sub‑advisers rather than relying solely on in‑house portfolio construction. Evertern Wealth does not present itself as an active ESG investor and is not registered as a multi‑state adviser. Its fee framework is flexible: it can bill as a percentage of assets under management, by the hour, or via fixed fees. That mix suggests a hybrid client model aimed at both ongoing asset management relationships and project‑based planning or consulting engagements.

Assets & Accounts

Location & Offices