EVERSPIRE

6900 South 900 East
Suite 200
Midvale, Utah 84047
Tel: 801-545-8706

About EVERSPIRE

EVERSPIRE, formally registered with the SEC as EVERSPIRE. The firm was established in 07/17/2019. They have over 2 offices throughout the country.

EVERSPIRE is a Midvale, Utah based Financial Planning firm with nearly $156,248,570 assets under management, offering retirement planning & investment advisory services to 1737 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	222515
SEC#	801-116983
Assets Managed by Firm	$156,248,570
No. of Clients	1737
No. of Advisors	19

Fee Structure

A percentage of AUM
Other (WRAP FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1737	$156,248,570
Individuals (other than high net worth individuals)	746	$85,860,005
High net worth individuals	59	$68,164,719
Corporations or other businesses	2	$2,223,846

More Retirement Planning firms in Midvale, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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