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EVERMAY WEALTH MANAGEMENT, LLC
1776 Wilson Boulevard
Suite 520
Arlington, Virginia 22209
Tel: 703 822-5696
About EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as EVERMAY WEALTH MANAGEMENT, LLC. The firm was established in 03/27/2009. They have over 2 offices throughout the country.
EVERMAY WEALTH MANAGEMENT, LLC is a Arlington, Virginia based Financial Planning firm with nearly $799,519,256 assets under management, offering retirement planning & investment advisory services to 1095 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 149230 |
| SEC# | 801-70170 |
| Assets Managed by Firm | $799,519,256 |
| No. of Clients | 1095 |
| No. of Advisors | 16 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1095 | $799,519,256 |
| Individuals (other than high net worth individuals) | 173 | $66,820,693 |
| High net worth individuals | 199 | $700,550,087 |
| Charitable organizations | 3 | $5,895,953 |
| Corporations or other businesses | 10 | $26,252,523 |
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