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EVERSPIRE

MIDVALE, UT · CRD 222515 · IAPD ↗ · synchronywealth.com · 801-545-8706

$247.7MRegulatory AUM
15Advisory reps
20Employees
0Clients
n/aPlanning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — EVERSPIRE notice-filed in IL, NE, NH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2026 — EVERSPIRE reported RAUM up 37% ($181.1M -> $247.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — EVERSPIRE notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
September 2024 — EVERSPIRE now reports custody of client assets ($30.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — EVERSPIRE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — EVERSPIRE reported RAUM up 64% ($95.5M -> $156.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — EVERSPIRE grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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