{
  "crd_number": 340830,
  "slug": "evertern-wealth-llc-naples-fl-340830",
  "primary_business_name": "EVERTERN WEALTH, LLC",
  "legal_name": "EVERTERN WEALTH, LLC",
  "dbas": [],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 1564247778.0,
  "raum_discretionary": 1509666968.0,
  "raum_non_discretionary": 54580810.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 12,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 15944697.0,
      "count": 60
    },
    "high_net_worth_individuals": {
      "raum": 1548303081.0,
      "count": 173
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CO",
    "FL",
    "IL",
    "MA",
    "MI",
    "NH",
    "NJ",
    "NY",
    "OH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://everternwealth.com",
    "https://facebook.com/everternwealth",
    "https://instagram.com/everternwealth",
    "https://linkedin.com/company/everternwealth",
    "https://x.com/everternwealth",
    "https://youtube.com/@everternwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340830",
  "disclosure_items": [
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/evertern-wealth-llc-naples-fl-340830",
  "display_name": "Evertern Wealth, LLC",
  "summary": "Evertern Wealth, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Evertern Wealth, LLC (CRD 340830): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Evertern Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evertern Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Evertern Wealth, LLC located?",
      "a": "Evertern Wealth, LLC's principal office is in Naples, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Evertern Wealth, LLC registered with the SEC or a state?",
      "a": "Evertern Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340830."
    },
    {
      "q": "How much does Evertern Wealth, LLC manage?",
      "a": "Evertern Wealth, LLC reports $1,564,247,778 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Evertern Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (60)."
    },
    {
      "q": "Which custodians does Evertern Wealth, LLC use?",
      "a": "Evertern Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evertern Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340830"
    },
    {
      "q": "What changed in Evertern Wealth, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Sarasota, FL."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Sarasota, FL."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $1,564,247,778.",
        "Employees performing advisory functions went from 5 to 2.",
        "Registered or notice-filed in CO, IL, MA, MI, NH, NJ, NY, OH, WI."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Changed its legal name from Evertern Wealth to Evertern Wealth, LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/evertern-wealth-llc-naples-fl-340830.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 60,
      "fewer_than_5": false,
      "raum": 15944697.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 173,
      "fewer_than_5": false,
      "raum": 1548303081.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340830",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}