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EVERMAY WEALTH MANAGEMENT, LLC

ARLINGTON, VA · CRD 149230 · IAPD ↗ · 703 822-5696

$1.33BRegulatory AUM
17Advisory reps
24Employees
0Clients
101-250Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — EVERMAY WEALTH MANAGEMENT, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — EVERMAY WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — EVERMAY WEALTH MANAGEMENT, LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2024 — EVERMAY WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2024 — EVERMAY WEALTH MANAGEMENT, LLC notice-filed in MT, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — EVERMAY WEALTH MANAGEMENT, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — EVERMAY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — EVERMAY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($799.5M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.