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

More Retirement Planning firms in Arlington, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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