Evermay Wealth Management, LLC
Evermay Wealth Management, LLC (CRD# 149230) is a financial advisory firm headquartered in Arlington, VA. They manage $1,062,573,454 in 1,695 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management1,063MILLION
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Total Number of Accounts1,695ACCOUNTS
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Average Account Value$626,887
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV
Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 37 years of experience in the finance industry.
Elizabeth Larson (CRD# 1796419) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 32 years of experience in the finance industry.
Ross Loomis (CRD# 6321729) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Virginia Beach, VA and has over 10 years of experience in the finance industry.
William Pitt (CRD# 2477125) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 30 years of experience in the finance industry.
Eric Schaefer (CRD# 5736537) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 14 years of experience in the finance industry.
Mitchel Schlesinger (CRD# 2786730) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 27 years of experience in the finance industry.
Eliot Simon (CRD# 6624019) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Andrew Sponaugle (CRD# 5514577) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 16 years of experience in the finance industry.
Damon White (CRD# 4625892) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 20 years of experience in the finance industry.
Brian Fyock (CRD# 7829330) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.