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 registered investment adviser that began SEC registration in 2026. The firm positions itself as a capital allocator for individual and family clients, combining financial planning and portfolio management with the ability to select and allocate to outside managers. Its advisory services cover planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides selection-of-other-advisers capabilities. Business activities include acting as a registered representative of a broker-dealer. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor.