President/chief Compliance Officer · Evermont Wealth
Brent M. Pasqua
CRD 5880292 · Named on Form ADV at one SEC-registered adviser
At a glance
Evermont Wealth, an SEC-registered wealth manager based in Claremont, CA with $334 million in regulatory assets, lists Brent M. Pasqua on its Form ADV as President/chief Compliance Officer, a control person.
Firms and roles
- Evermont WealthPresident/chief Compliance OfficerWealth manager · Claremont, CA · $334M in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Matthew R. ThealOwner, Evermont Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.