EVERMONT WEALTH
EVERMONT WEALTH, INC. Legal Name
Adviser information for EVERMONT WEALTH last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 792 | $200.4M |
| Non-Discretionary | 182 | $25.4M |
| Total | 974 | $225.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 355 | $102.4M |
| HNW Individuals | 64 | $123.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118797 |
|---|---|
| SEC ERA File Number | 801-118797 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168581 |
| Legal Entity Identifier | None |
Principal Office
419 YALE AVENUECLAREMONT
CA
United States
Monday - Friday, BY APPT ONLY
Tel: 909-296-7977, Fax: 909-296-7998
Websites
www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=36de1204-425b-4b0a-9d53-26a014abfc8
www.feeonlynetwork.com/financial-advisor/matthew-theal/
www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1
www.feeonlynetwork.com/financial-advisor/brent-pasqua/
www.napfa.org/firm/39722/24899
www.rpawealth.com
www.linkedin.com/company/rpa-wealth-management/
twitter.com/matttheal
twitter.com/brentpasqua?lang=en
twitter.com/jwinterswyk
www.facebook.com/rpawealthmanagement/
www.facebook.com/joshua.winterswyk
www.instagram.com/matttheal4/
www.facebook.com/brent.pasqua
www.facebook.com/matthewtheal
www.instagram.com/rpa_wealth/
www.instagram.com/jwinterswyk/
www.instagram.com/brentpasqua/
www.retirementplanplaybook.com
www.linkedin.com/in/joshua-winterswyk/
www.linkedin.com/in/brent-pasqua/
www.linkedin.com/in/matthew-theal/
www.feeonlynetwork.com/financial-advisor/joshua-winterswyk/
Chief Compliance Officer
BRENT PASQUA
PRESIDENT
419 YALE AVENUE
CLAREMONT
CA
United States
Tel:
909-296-7977
B****@***********M
(Full email address available in API data)
Regulatory Contact
JOSHUA WINTERSWYK
FINANCIAL ADVISOR
419 YALE AVENUE
CLAREMONT
CA
United States
Tel:
909-296-7999
J*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PASQUA, BRENT, MATTHEW | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 07/2013 | > 75% |
| THEAL, MATTHEW, ROBERT | Individual | – | OWNER | 09/2021 | 5-10% |