EVERMONT WEALTH

Legal name: EVERMONT WEALTH, INC.

CRD 168581File 801-118797

APPROVED

Retail clients

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$333.9M

Below cohort median (national)

Discretionary AUM

$273.0M

Non-discretionary $60.9M

Clients

496

1,166 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 26, 2020
Principal office: 419 YALE AVENUE, CLAREMONT, CA, 91711
Phone: 909-296-7977
Website: https://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1

Assets & accounts

ADV Item 5F

Total regulatory AUM: $333.9M
Discretionary AUM: $273.0M
Non-discretionary AUM: $60.9M
Discretionary accounts: 825
Non-discretionary accounts: 341
Total accounts: 1,166
AUM per client: $673K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	88	$134.0M
Individuals (other than high net worth individuals)	408	$199.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.