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Evertern Wealth

EST. AUM
$1,564,247,778

CONTACTS

CLIENT ACCOUNTS
1,153

Firm Details

Metro area Naples
CRD Number 340830
Website everternwealth.com
Client types

Overview

Evertern Wealth, LLC is a newly established SEC-registered investment adviser based in Naples, Florida, providing financial planning and portfolio management services to individuals and high-net-worth clients. The firm operates under a fiduciary framework, offering customized wealth management solutions including asset allocation, retirement planning, and investment selection. With affiliations to Dynasty Financial Partners, Evertern leverages a broader platform for technology, custody, and operational support. The firm employs a hybrid compensation structure including AUM-based fees, fixed fees, and commissions. As an early-stage advisory business with no reported AUM yet, it is positioned to grow its client base and advisory capabilities.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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