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Chief Operating Officer · Evermay Wealth Management, LLC

Dana R. Tomisek

CRD 5849998 · Named on Form ADV at one SEC-registered adviser

At a glance

Evermay Wealth Management, LLC, an SEC-registered wealth manager based in Arlington, VA with $1.3 billion in regulatory assets, lists Dana R. Tomisek on its Form ADV as Chief Operating Officer.

Firms and roles

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Dana’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.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • William C. PittChief Executive Officer & C-Founder, Evermay Wealth Management, LLC
  • Damon A. WhitePresident & Co-Founder, Evermay Wealth Management, LLC
  • Charles P. CockeTrustee - Charles P. Cocke Trust, Evermay Wealth Management, LLC
  • Elizabeth CockeTrustee - Charles P. Cocke Trust, Evermay Wealth Management, LLC
  • Kris L. SumnerChief Compliance Officer, Evermay Wealth Management, LLC

3 more people named with Dana on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.