Evertern Wealth, LLC

Overview

Evertern Wealth, LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a capital allocator and adviser for individuals, small businesses and institutions. The firm lists core advisory services as financial planning, portfolio management for both individuals/small businesses and for business or institutional clients, and the selection of outside advisers. Its ownership is a mix of a domestic entity and an individual, and it is not structured as a multi-state adviser, pension consultant, or related adviser. Fee arrangements are flexible: the firm reports charging a percentage of assets under management as well as offering hourly and fixed-fee engagements. Evertern Wealth also identifies as an active ESG investor, which suggests environmental, social or governance considerations will play a role in its manager selection and portfolio construction. The firm describes itself as a capital allocator, indicating a focus on sourcing and directing client capital to third-party managers and strategies rather than solely running in‑house mutualized products.

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