EVERWEALTH

Overview

Everwealth operates as a limited liability company focused on serving individuals and families, with an owner-managed structure. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its fee model is primarily a percentage of assets under management, supplemented by other fee arrangements. Investment activity is tilted toward pooled public funds: filings show mutual funds and other public funds are the dominant vehicle in client portfolios. Everwealth is affiliated with an insurance company and incorporates annuity products into client solutions, using those insurance vehicles for retirement income and tax-deferral objectives. The firm is not flagged as an active ESG investor and does not present itself as a capital allocator; its model leans toward managing client assets through third-party pooled products rather than operating an in-house fund platform.

Assets & Accounts

Investments & Alternatives

Location & Offices