Evertern Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Evertern Wealth reports 233 clients. They include 173 high-net-worth individuals and 60 individual clients. Of its assets, 96.5% ($1.51B across 1,087 accounts) are managed with discretion; $54.6M across 66 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 1% |
| High-net-worth individuals | 74% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $15.9M | 1.0% | $266K |
| High-net-worth individuals | 173 | $1.55B | 99.0% | $8.95M |
| Total | 233 | $1.56B | 100% | $6.71M |
- Clients
- 60
- Regulatory AUM
- $15.9M
- AUM share
- 1.0%
- Avg. per client
- $266K
- Clients
- 173
- Regulatory AUM
- $1.55B
- AUM share
- 99.0%
- Avg. per client
- $8.95M
Total
- Clients
- 233
- Regulatory AUM
- $1.56B
- AUM share
- 100%
- Avg. per client
- $6.71M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Evertern Wealth charges up to 1.95% a year for its Portfolio management services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are billed hourly, up to $1,200 an hour, or as flat fees of $1,500 to $10,000.
- Retirement plan consulting
- Retirement plan consulting is billed as a flat fee of $750 to $25,000, or as a percentage of plan assets not exceeding 1.90%.
Jason Stephens owns 75% or more of Evertern Wealth. The leadership team of Evertern Wealth includes Chief Compliance Officer Michael Lundon. It has 12 employees, 2 of them in advisory roles.
Leadership
- Michael LundonManaging Partner / Chief Compliance Officer
- Jason StephensManaging Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Michael Hodges Heiser
- Michael James Lundon
- Brett Jordan Schumbacker
- Jason Erik Stephens
- Tyler Stephens
Staff
- 12 employees
- 2 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Evertern Wealth, LLC
Jason Stephens
Control person · since March 2026
- Owns 10% to 25% of Evertern Wealth, LLC
Michael Lundon
Control person · since March 2026
- Owns 5% to 10% of Evertern Wealth, LLC
Dynasty Financial Partners, LLC
since April 2026
Besides its headquarters, Evertern Wealth has 1 office, with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 4501 Tamiami Trail N, Suite 100, NaplesHQ
- 1689 2nd Street, Sarasota
Contact and registration details
- Legal name
- Evertern Wealth, LLC
- Headquarters
- 4501 Tamiami Trail N, Suite 100, Naples, FL 34103
- Website
- everternwealth.com
- Phone
- 239-508-7700
- @everternwealth
- SEC file
- 801-135576
- Structure
- Delaware LLC
- Fiscal year end
- December
Evertern Wealth uses Folio Investments ($1.5B) as custodian for its separately managed accounts. Evertern Wealth has custody of $248M in client assets for 90 clients.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $1.5B100%
At year end, Evertern Wealth’s separately managed accounts were mostly in stocks (68%) and bonds (17%).
What the accounts hold
- Stocks68%
- Funds4%
- Bonds17%
- State and local bonds14%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash5%
- Other6%
- Structured notes, private markets6%
How many clients does Evertern Wealth have?
Evertern Wealth has 233 clients and manages $1.56 billion for them, as of September 2026. They include 173 high-net-worth individuals and 60 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Evertern Wealth offer?
Evertern Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Evertern Wealth charge?
Evertern Wealth charges up to 1.95% a year for its Portfolio management services. The fee is billed in advance and is negotiable.
Source: EVERTERN WEALTH ADV PART 2A, filed 30 September 2026
Which custodians does Evertern Wealth use?
Evertern Wealth’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $1.5B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Evertern Wealth have?
Evertern Wealth has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are 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 Evertern Wealth invest in?
At the end of its last fiscal year, Evertern Wealth’s separately managed accounts held 68% exchange-traded equities, 14% state and local bonds, 6% other, 5% cash and equivalents, 4% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds and 1% U.S. government and agency bonds. The 6% other category is described as: Structured Notes, Private Markets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Evertern Wealth?
Evertern Wealth’s direct owners are Jason Stephens (75% or more), Michael Lundon (10% to 25%) and Dynasty Financial Partners, LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Evertern Wealth get paid?
Evertern 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
Is Evertern Wealth registered with the SEC?
Yes, Evertern Wealth has been registered with the SEC as an investment adviser since 31 March 2026. Its CRD number is 340830 and its SEC file number is 801-135576.
Source: Form ADV Part 1A, Item 1, filed 30 September 2026; IAPD firm record
How do I contact Evertern Wealth?
Evertern Wealth’s main office is at 4501 Tamiami Trail N, Suite 100, Naples, FL 34103. Its phone number is 239-508-7700. Its website is everternwealth.com.