{"url":"https://nivawealth.com/firms/evertern-wealth-340830","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340830","regulatoryAum":1564247778,"crd":"340830","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6763647","suffix":null,"lastName":"HEISER","firstName":"MICHAEL","middleName":"HODGES"},{"crd":"2988875","suffix":null,"lastName":"LUNDON","firstName":"MICHAEL","middleName":"JAMES"},{"crd":"7013541","suffix":null,"lastName":"Schumbacker","firstName":"Brett","middleName":"Jordan"},{"crd":"3053046","suffix":null,"lastName":"STEPHENS","firstName":"JASON","middleName":"ERIK"},{"crd":"6727573","suffix":null,"lastName":"STEPHENS","firstName":"TYLER","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135576","legalName":"Evertern Wealth, LLC","displayName":"Evertern Wealth","slug":"evertern-wealth-340830","website":"https://everternwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340830/d8a8dac16eb51daa-r1.webp","tone":"light","width":1338,"height":200,"sourceUrl":"https://www.everternwealth.com","sourceLabel":"Evertern Wealth, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/everternwealth","xUrl":"https://x.com/everternwealth","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4501 Tamiami Trail N, Suite 100","city":"Naples","state":"FL","stateName":"Florida","country":"United States","postalCode":"34103"},"tradeNames":[],"registration":{"secApproved":"31 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6713509.776824035,"staff":{"employees":12,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":1},"aum":{"regulatory":1564247778,"discretionary":1509666968,"discretionaryAccounts":1087,"nonDiscretionary":54580810,"nonDiscretionaryAccounts":66,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":60,"regulatoryAum":15944697},{"label":"High-net-worth individuals","clients":173,"regulatoryAum":1548303081}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","versionId":1059585,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-30","documentName":"EVERTERN WEALTH ADV PART 2A","fee_rate_low":null,"fee_rate_high":1.95,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning and consulting are billed hourly, up to $1,200 an hour, or as flat fees of $1,500 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","versionId":1059585,"submittedOn":"2026-09-30","documentName":"EVERTERN WEALTH ADV PART 2A"},{"role":"other","program":"Retirement plan consulting","summary":"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%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","versionId":1059585,"submittedOn":"2026-09-30","documentName":"EVERTERN WEALTH ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:44:04.938534+00:00","documents":[{"name":"EVERTERN WEALTH ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","versionId":1059585,"submittedOn":"2026-09-30"}]},"custodians":[{"name":"Folio Investments, Inc.","shortName":"Folio Investments","location":"McLean, VA","smaAssets":1502367865}],"custodyNote":"Evertern Wealth has custody of $248M in client assets for 90 clients.","leadership":[{"name":"Michael Lundon","title":"Managing Partner / Chief Compliance Officer","crd":"2988875"},{"name":"Jason Stephens","title":"Managing Partner","crd":"3053046"}],"ownership":[{"label":"Jason Stephens","detail":"Managing partner in the 75% or more ownership band and a control person, since March 2026."},{"label":"Michael Lundon","detail":"Managing partner / chief compliance officer in the 10% to 25% ownership band and a control person, since March 2026."},{"label":"Dynasty Financial Partners, LLC","detail":"Owner in the 5% to 10% ownership band, since April 2026."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"4501 Tamiami Trail N, Suite 100","city":"Naples","headquarters":true},{"street":"1689 2nd Street","city":"Sarasota"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"239-508-7700","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["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)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":68},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":14},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":6,"detail":"Structured Notes, Private Markets"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340830/PDF/340830.pdf","brochureDate":"30 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059585","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Evertern Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Evertern Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Evertern Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Evertern Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Evertern Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Evertern Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Evertern Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Evertern Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Evertern Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Evertern Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}