# Evertern Wealth, LLC

> 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.

- CRD: 340830
- Filed as: EVERTERN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340830
- AdvisorCensus page: https://advisorcensus.com/firm/evertern-wealth-llc-naples-fl-340830

## Quick answers

**How is Evertern Wealth, LLC compensated?**
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).

**How much does Evertern Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated July 28, 2026 states: Flat fee: $1,500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Evertern Wealth, LLC located?**
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).

**Is Evertern Wealth, LLC registered with the SEC or a state?**
Evertern Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340830.

**How much does Evertern Wealth, LLC manage?**
Evertern Wealth, LLC reports $1,564,247,778 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (97% discretionary).

**What types of clients does Evertern Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (60).

**Which custodians does Evertern Wealth, LLC use?**
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.

**Does Evertern Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Evertern Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Sarasota, FL.

## 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 July 28, 2026)

- Flat fee: $1,500 to $10,000 (financial planning and consulting services)

> Flat fees range from $1,500 to $10,000. The fee -paying arrangements will be determined on a case-by-case basis

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

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

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: $1,564,247,778
- Discretionary: $1,509,666,968
- Non-discretionary: $54,580,810

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $15,944,697 |
| High net worth individuals | 173 | $1,548,303,081 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 12 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, MA, MI, NH, NJ, NY, OH, TX, WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340830

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Sarasota, FL

### Websites listed on Form ADV (Item 1.I)
- everternwealth.com
- Facebook @everternwealth
- Instagram @everternwealth
- LinkedIn @everternwealth
- X @everternwealth
- YouTube @everternwealth

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Sarasota, FL.

### August 2026
- 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.

### May 2026
- Changed its legal name from Evertern Wealth to Evertern Wealth, LLC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evertern Wealth, LLC (CRD 340830): Form ADV filing data as of October 2026.