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EVE WEALTH

PORTLAND, OR · CRD 334657 · IAPD ↗ · evewealth.com · 302-440-5497

$22,106Regulatory AUM
5Advisory reps
9Employees
22106Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — EVE WEALTH (PORTLAND, OR) left the SEC roster (was $22,106 RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — EVE WEALTH (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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