Evertern Wealth, LLC

Overview

Evertern Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients and describes itself as a capital allocator that also selects outside managers. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions, plus manager selection. Evertern charges a mix of percentage-of-AUM, hourly and fixed fees, and also maintains the status of a registered representative of a broker‑dealer. The firm identifies itself as an active ESG investor and is not set up as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices