# Evermont Wealth

> Evermont Wealth is an SEC-registered investment advisory firm in Claremont, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 168581
- Filed as: EVERMONT WEALTH
- Legal name: Evermont Wealth, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Claremont, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168581
- AdvisorCensus page: https://advisorcensus.com/firm/evermont-wealth-claremont-ca-168581

## Quick answers

**How is Evermont Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Evermont Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Evermont Wealth located?**
Evermont Wealth's principal office is in Claremont, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Evermont Wealth registered with the SEC or a state?**
Evermont Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 168581.

**How much does Evermont Wealth manage?**
Evermont Wealth reports $333,921,342 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (82% discretionary).

**How have Evermont Wealth's assets and staff changed since 2021?**
In the Form ADV data for Evermont Wealth: Regulatory assets under management: $154,529,721 in the October 2021 data and $333,921,342 in the October 2026 data, up 116%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evermont Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (408); high net worth individuals (88).

**Which custodians does Evermont Wealth use?**
Evermont Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Evermont Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168581

**Does Evermont Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is no minimum account balance required to open or maintain an account. Account Minimums Advisor does not require a minimum to open an account."

**What changed in Evermont Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $277,682,946 to $333,921,342 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> There is no minimum account balance required to open or maintain an account. Account Minimums Advisor does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $333,921,342
- Discretionary: $273,048,659
- Non-discretionary: $60,872,683

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 408 | $199,946,876 |
| High net worth individuals | 88 | $133,974,466 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, NV, TN, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pasadena, CA
- Redlands, CA

### Websites listed on Form ADV (Item 1.I)
- [feeonlynetwork.com/financial-advisor/brent-pasqua](https://feeonlynetwork.com/financial-advisor/brent-pasqua)
- [feeonlynetwork.com/financial-advisor/joshua-winterswyk](https://feeonlynetwork.com/financial-advisor/joshua-winterswyk)
- [feeonlynetwork.com/financial-advisor/matthew-theal](https://feeonlynetwork.com/financial-advisor/matthew-theal)
- [letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details](https://letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details)
- [napfa.org/firm/39722/24899](https://napfa.org/firm/39722/24899)
- [retirementplanplaybook.com](https://retirementplanplaybook.com)
- [rpawealth.com](https://rpawealth.com)
- Facebook @MatthewTheal
- Facebook @RPAwealthmanagement
- Facebook @brent.pasqua
- Facebook @joshua.winterswyk
- Instagram @brentpasqua
- Instagram @jwinterswyk
- Instagram @matttheal4
- Instagram @rpa_wealth
- LinkedIn @rpa-wealth-management
- LinkedIn @brent-pasqua
- LinkedIn @joshua-winterswyk
- LinkedIn @matthew-theal
- X @brentpasqua
- X @jwinterswyk
- X @matttheal

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,529,721 | 3 | September 13, 2021 |
| October 2022 | $188,013,672 | 3 | March 30, 2022 |
| October 2023 | $183,715,802 | 4 | March 31, 2023 |
| October 2024 | $225,791,338 | 4 | March 29, 2024 |
| October 2025 | $277,682,946 | 4 | March 30, 2025 |
| October 2026 | $333,921,342 | 4 | March 13, 2026 |

Regulatory assets under management: $154,529,721 in the October 2021 data and $333,921,342 in the October 2026 data, up 116%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $277,682,946 to $333,921,342 (+20%).

### February 2026
- Registered or notice-filed in FL, ID, NV, TN, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evermont Wealth (CRD 168581): Form ADV filing data as of October 2026.