Evermont Wealth

Evermont Wealth (CRD# 168581) is a financial advisory firm headquartered in Claremont, CA. They manage $183,715,802 in 924 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    924
    ACCOUNTS
  • Average Account Value
    $198,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Evermont Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Brent M. Pasqua
CRD#: 5880292
8885 Haven Ave, #170, Rancho Cucamonga, CA 91730

Brent Pasqua (CRD# 5880292) is an Investment Advisor Representative working at Evermont Wealth in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.

2
Matthew R. Theal
CRD#: 6245173
8885 Haven Ave, #170, Rancho Cucamonga, CA 91730

Matthew Theal (CRD# 6245173) is an Investment Advisor Representative working at Evermont Wealth in Rancho Cucamonga, CA and has over 10 years of experience in the finance industry.

3
Joshua R. Winterswyk
CRD#: 6573201
419 Yale Avenue, Claremont, CA 91711

Joshua Winterswyk (CRD# 6573201) is an Investment Advisor Representative working at Evermont Wealth in Claremont, CA and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.