Evermay Wealth Management, LLC
Evermay Wealth Management, LLC (CRD# 149230) is a financial advisory firm headquartered in Arlington, VA. They manage $1,062,573,454 in 1,695 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,063MILLION
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Total Number of Accounts1,695ACCOUNTS
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Average Account Value$626,887
- 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)
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CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, 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 32 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 10 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 30 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 16 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 20 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.