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).
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Total Assets Under Management800MILLION
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$730,155
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA, WV
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.