Wealth manager, independent · Naples, FL
Evertern Wealth, LLC
SEC-registered investment adviser · CRD 340830 · SEC 801-135576
At a glance
Evertern Wealth, LLC is an SEC-registered investment adviser based in Naples, Florida, with $1.6B in regulatory assets under management as of its Form ADV filed September 30, 2026. It reports 233 individual clients, 173 of them high-net-worth, holding an average of about $6.7 million each, and 12 employees. That ranks it 691st among the nation’s 5,657 independent wealth management RIAs and 40th of 343 in Florida. It reports Goldman Sachs as the custodian for its clients’ separately managed accounts.
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Main office 239-508-7700everternwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #691 of 5,657
- Rank among all SEC RIAs
- #4,160 of 17,210
- Rank in Florida
- #40 of 343
- Individual clients
- 233
- High-net-worth clients
- 173
- Accounts
- 1,153
- Discretionary
- 97% of AUM
- Employees
- 12
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Jason E. StephensManaging Partner
- Michael J. LundonManaging Partner / Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Evertern Wealth, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
However, representatives of our firm are registered representatives of Purshe Kaplan Sterling Investments (“PKS”), a member of FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 173 | $1.5B | 99% |
| Individuals | 60 | $16M | 1% |
Disciplinary disclosures
Evertern Wealth, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗everternwealth.com ↗
AtlasMembers
The full record on Evertern Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 2,450 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| ARS Wealth AdvisorsSt. Petersburg | $1.6B | 1,044 |
| Sierra Capital LLCMiami | $1.6B | 76 |
| Ciccarelli Advisory Services IncNaples | $1.6B | 3,553 |
| Royal Fund Management, LLCLady Lake | $1.6B | 4,940 |
| Activest Wealth Management, LLCAventura | $1.5B | 530 |
| Private Capital ManagementNaples | $1.4B | 432 |
Background
Questions
How much does Evertern Wealth, LLC manage?
Evertern Wealth, LLC reports $1.6B in regulatory assets under management across 1,153 accounts, 97% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
How many clients does Evertern Wealth, LLC have?
It reports 233 individual clients: 173 high-net-worth individuals and 60 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Evertern Wealth, LLC headquartered?
Its main office is in Naples, Florida. It reports 2 offices in total and 12 employees, 2 of whom perform investment advisory functions.
How does Evertern Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Evertern Wealth, LLC use?
It reports Goldman Sachs as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 30, 2026, it reports these amounts held: Goldman Sachs ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Evertern Wealth, LLC a hybrid RIA with a broker-dealer?
Evertern Wealth, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Evertern Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Evertern Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Evertern Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →