Evermont Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Evermont Wealth reports 496 clients. They include 408 individual clients and 88 high-net-worth individuals. Of its assets, 81.8% ($273M across 825 accounts) are managed with discretion; $60.9M across 341 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 60% |
| High-net-worth individuals | 18% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 408 | $200M | 59.9% | $490K |
| High-net-worth individuals | 88 | $134M | 40.1% | $1.52M |
| Total | 496 | $334M | 100% | $673K |
- Clients
- 408
- Regulatory AUM
- $200M
- AUM share
- 59.9%
- Avg. per client
- $490K
- Clients
- 88
- Regulatory AUM
- $134M
- AUM share
- 40.1%
- Avg. per client
- $1.52M
Total
- Clients
- 496
- Regulatory AUM
- $334M
- AUM share
- 100%
- Avg. per client
- $673K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Evermont Wealth charges 0.60%–1.00% a year for its Asset Management. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing Financial Planning and Consulting
- A negotiable annual flat fee based on the scope of work documented in the financial planning agreement.
- Written Financial Plan
- One-time written plans have minimum fees of $3,500 (Under 50), $4,500 (Over 50) or $1,850 (Quick Start), or $250 an hour; fees can be negotiated outside the general range.
Brent Pasqua owns 75% or more of Evermont Wealth. The leadership team of Evermont Wealth includes President Brent Pasqua. It has 4 employees, 3 of them in advisory roles.
Leadership
- Brent PasquaPresident/Chief Compliance Officer
- Matthew ThealOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Brent Matthew Pasqua
- Matthew Robert Theal
- Joshua Ryan Winterswyk
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Evermont Wealth, Inc.
Brent Pasqua
Control person · since July 2013
- Owns 5% to 10% of Evermont Wealth, Inc.
Matthew Theal
Control person · since September 2021
Evermont Wealth’s regulatory assets grew 2.2× from $155M (March 2021) to $334M (March 2026); clients rose from 291 to 496 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $334M | 496 | 4 | 3 |
| March 2025 | $278M | 449 | 4 | 3 |
| March 2024 | $226M | 419 | 4 | 3 |
| March 2023 | $184M | 402 | 4 | 3 |
| March 2022 | $188M | 399 | 3 | 3 |
| March 2021 | $155M | 291 | 3 | 3 |
Besides its headquarters, Evermont Wealth has 2 offices, with 3 listed addresses in California.
California · 3 listed addresses
- 419 Yale Avenue, ClaremontHQ
- 1 E. Redlands BLVD., Redlands
- 177 E. Colorado BLVD, Pasadena
Contact and registration details
- Legal name
- Evermont Wealth, Inc.
- Headquarters
- 419 Yale Avenue, Claremont, CA 91711
- Website
- Not reported
- Phone
- 909-296-7977
- SEC file
- 801-118797
- Structure
- California corporation
- Fiscal year end
- December
Evermont Wealth uses Charles Schwab ($315M) as custodian for its separately managed accounts. Evermont Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $315M100%
At year end, Evermont Wealth’s separately managed accounts were mostly in funds (82%) and stocks (13%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds82%
- Registered funds81%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other2%
- Annuities2%
How many clients does Evermont Wealth have?
Evermont Wealth has 496 clients and manages $334 million for them, as of March 2026. They include 408 individual clients and 88 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Evermont Wealth offer?
Evermont Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Evermont Wealth charge?
Evermont Wealth charges 0.60%–1.00% a year for its Asset Management. The fee is billed in arrears.
Which custodians does Evermont Wealth use?
Evermont Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $315M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Evermont Wealth have?
Evermont Wealth has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Evermont Wealth invest in?
At the end of its last fiscal year, Evermont Wealth’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 4% cash and equivalents, 2% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evermont Wealth?
Evermont Wealth’s direct owners are Brent Pasqua (75% or more) and Matthew Theal (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Evermont Wealth get paid?
Evermont Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Evermont Wealth?
Evermont Wealth’s main office is at 419 Yale Avenue, Claremont, CA 91711. Its phone number is 909-296-7977.