# Evertern Wealth, LLC: new SEC registration, $1,564M AUM, Naples, FL

**Score:** 55/100

| 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 |

## Why this score
- $1,564M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340830). Last refreshed: 2026-10-28T20:49:58.746Z.
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.