Evertern Wealth, LLC: new SEC registration, $1,564M AUM, Naples, FL
Evertern Wealth, LLC (Naples, Florida): new SEC registration, $1,564M AUM, Naples, FL. Its amount of 1,564 is top-decile (96th percentile of 1,149 records). Dated 218 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,564 · 96th percentile of 1,149 NewRiaPulse records · 11.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Evertern Wealth, LLC |
| Legal name | Evertern Wealth, LLC |
| CRD | 340830 |
| Status | Approved |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Naples, FL, United States |
| Regulatory AUM | $1,564,247,778 |
| Accounts | 1153 |
| Employees | 12 |
| Website | https://www.EverternWealth.com |
| amount percentile | 96th of 1,149 (median 134, 11.7x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Evertern Wealth, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Evertern Wealth, LLC's amount: 96th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,564M under management.
- Website on file.
What is the NewRiaPulse record for Evertern Wealth, LLC in Naples, Florida?
Evertern Wealth, LLC received SEC registration as an investment adviser (2026-03-31) with $1,564,247,778 in regulatory assets under management, based in Naples, FL.
How does Evertern Wealth, LLC compare to other Florida NewRiaPulse records?
This is a top-decile record: its amount of 1,564 is 11.7x the median of 134 across 1,149 records. It is 218 days old; check the official source for later updates before acting.
Evertern Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Evertern Wealth, LLC | Naples, FL | 1,564 | 96th | 2026-03-31 |
| Corrum Capital Management LLC | Charlotte, NC | 1,392 | 95th | 2026-08-20 |
| West Rim II Ugp, LLC | Lehi, UT | 1,770 | 96th | 2026-08-14 |
| Invision Management, INC. | Chicago, IL | 1,341 | 95th | 2026-08-06 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.