EVERSOURCE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 286340
- Registered since
- July 29, 2020
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.63%
- Other21.21%
- Individuals16.72%
- Charitable Organizations1.71%
- Pension & Profit Sharing Plans1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eversource Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that can deploy client capital into third-party managers. Its advisory services include financial planning, portfolio management for individuals and businesses, selection of outside advisers, publication of client-facing periodicals, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and lists affiliations with other investment advisers and accounting firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds42%
- Exchange Traded Equities41%
- Other8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4MARK WESSON
Chief Executive OfficerCRD 2870801
Andrew Ashton
COOCRD 8211351
David Curran
Chief of StaffCRD 7952058
Contacts
3 of 73Tyler Keuning
Financial AdvisorCRD 7792825
Endel Liias
Financial AdvisorCRD 7630133
Keaton Burke
Financial AdvisorCRD 7226355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 952Active vs passive
$2.2B in ETFs
66%
$1.5B
23%
$746M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $160M | 365,669 | 7.25% |
Location
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 3500 Colonnade Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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