Evermay Wealth Management, LLC

Evermay Wealth Management, LLC (CRD# 149230) is a financial advisory firm headquartered in Arlington, VA. They manage $799,519,256 in 1,095 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    800
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $730,155
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA, WV

Financial Advisors at Evermay Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Joni R. Alt
CRD#: 1481548
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 37 years of experience in the finance industry.

2
Elizabeth S. Larson
CRD#: 1796419
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Elizabeth Larson (CRD# 1796419) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 31 years of experience in the finance industry.

3
Ross J. Loomis
CRD#: 6321729
Towne Pavilion Center I, 2101 Parks Avenue, Suite 103, Virginia Beach, VA 23451

Ross Loomis (CRD# 6321729) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Virginia Beach, VA and has over 9 years of experience in the finance industry.

4
William C. Pitt
CRD#: 2477125
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

William Pitt (CRD# 2477125) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 29 years of experience in the finance industry.

5
Eric J. Schaefer
CRD#: 5736537
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Eric Schaefer (CRD# 5736537) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 14 years of experience in the finance industry.

6
Mitchel Schlesinger
CRD#: 2786730
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Mitchel Schlesinger (CRD# 2786730) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 27 years of experience in the finance industry.

7
Eliot Simon
CRD#: 6624019
Chicago, IL

Eliot Simon (CRD# 6624019) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

8
Andrew T. Sponaugle
CRD#: 5514577
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Andrew Sponaugle (CRD# 5514577) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 15 years of experience in the finance industry.

9
Damon A. White
CRD#: 4625892
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Damon White (CRD# 4625892) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 19 years of experience in the finance industry.

10
Brian M. Fyock
CRD#: 7829330
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Brian Fyock (CRD# 7829330) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

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