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EVERPAR ADVISORS LLC

TULSA, OK · CRD 326468 · IAPD ↗ · 918-221-9290

$587.8MRegulatory AUM
9Advisory reps
9Employees
12Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — EVERPAR ADVISORS LLC notice-filed in CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — EVERPAR ADVISORS LLC crossed $500M in regulatory AUM ($488.5M -> $587.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
March 2025 — EVERPAR ADVISORS LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
March 2025 — EVERPAR ADVISORS LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — EVERPAR ADVISORS LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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