Eversight Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 175285
- Website
- eversightwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI97.89%
- Individuals2.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eversight Wealth LLC is an independent registered investment adviser organized as an LLC that focuses on individuals, families and small-business owners. The firm provides financial planning and portfolio management directly to client households and small businesses under a fixed-fee model. Ownership is held by an individual and the adviser reports that it does not act as a capital allocator or as a related adviser; it is not positioned as an ESG investor and is not identified as a multi-state adviser in the source filing.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- US Government Bonds2%
- Derivatives1%
Contacts
1 of 1
Roger Collins
ManagerCRD 6461728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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