Everwealth

Everwealth (CRD# 129458) is a financial advisory firm headquartered in Tulsa, OK. They manage $67,864,254 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

4200 East Skelly Drive, Suite 350, Tulsa, OK 74135

http://www.everwealth.net

By the Numbers

Total Assets Under Management

68

MILLION
Total Number of Accounts

234

ACCOUNTS
Average Account Value

$290,018

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Everwealth

Showing 1 - 2 of 2 top financial advisors.

Andrew J. Riddle

CRD#: 5371712

4200 East Skelly Drive, Suite 350, Tulsa, OK 74135

Andrew Riddle (CRD# 5371712) is an Investment Advisor Representative working at Everwealth in Tulsa, OK and has over 16 years of experience in the finance industry.

Bruce T. Riddle

CRD#: 1048805

4200 E. Skelly Drive, Suite 350, Tulsa, OK 74135

Bruce Riddle (CRD# 1048805) is an Investment Advisor Representative working at Everwealth in Tulsa, OK and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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