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).

Current Firm Details
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209
https://www.linkedin.com/company/evermay-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    1,063
    MILLION
  • Total Number of Accounts
    1,695
    ACCOUNTS
  • Average Account Value
    $626,887
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, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Evermay Wealth Management, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Carrie Malatesta, financial advisor Arlington VA
Carrie H. Malatesta
CRD#: 7811219
1776 Wilson Boulevard, Suite 520, Arlington, VA 22209

Carrie Malatesta (CRD# 7811219) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

12
Jennifer Stewart, financial advisor Washington DC
Jennifer Stewart
CRD#: 7687802
Washington, DC

Jennifer Stewart (CRD# 7687802) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Washington, DC and has 1 year of experience in the finance industry.

13
Chris Whalen, financial advisor Colts Neck NJ
Chris A. Whalen
CRD#: 2004757
Colts Neck, NJ

Chris Whalen (CRD# 2004757) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Colts Neck, NJ and has over 27 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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