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EVERTERN WEALTH, LLC
CRD 340830File 801-135576
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.51B
Non-discretionary $54.6M
Clients
233
1,153 accounts
Employees
12
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 31, 2026
- Principal office
- 4501 TAMIAMI TRAIL N, SUITE 100, NAPLES, FL, 34103
- Phone
- 239-508-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.56B
- Discretionary AUM
- $1.51B
- Non-discretionary AUM
- $54.6M
- Discretionary accounts
- 1,087
- Non-discretionary accounts
- 66
- Total accounts
- 1,153
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 173 | $1.55B |
| Individuals (other than high net worth individuals) | 60 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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- Q11E3
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2026 | Employees | 10 | 12 | increased by2 |
| Aug 1, 2026 | Custody | No | Yes | |
| Aug 1, 2026 | AUM | $0 | $1,564,247,778 | increased by$1,564,247,778 |
| Aug 1, 2026 | Accounts | 0 | 1,153 | increased by1,153 |
| Apr 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERTERN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERTERN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.