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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 6 offices throughout the country.
EVERMAY WEALTH MANAGEMENT, LLC is a Arlington, Virginia based Financial Planning firm with nearly $1,062,573,454 assets under management, offering retirement planning & investment advisory services to 1695 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149230 |
| SEC# | 801-70170 |
| Assets Managed by Firm | $1,062,573,454 |
| No. of Clients | 1695 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1695 | $1,062,573,454 |
| Individuals (other than high net worth individuals) | 303 | $165,418,953 |
| High net worth individuals | 196 | $822,827,305 |
| Charitable organizations | 3 | $6,369,417 |
| Corporations or other businesses | 10 | $67,957,779 |
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