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EVERTERN WEALTH, LLC

NAPLES, FL · CRD 340830 · IAPD ↗ · everternwealth.com · 239-508-7700

$1.56BRegulatory AUM
2Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
11States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — EVERTERN WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
September 2026 — EVERTERN WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
August 2026 — EVERTERN WEALTH, LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
August 2026 — EVERTERN WEALTH, LLC notice-filed in CO, IL, MA, MI, NH, NJ, NY, OH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2026 — EVERTERN WEALTH, LLC now reports custody of client assets ($247.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
May 2026 — EVERTERN WEALTH, LLC moved its main office from SAINT PETERSBURG, FL to NAPLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
May 2026 — EVERTERN WEALTH is now doing business as EVERTERN WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
April 2026 — EVERTERN WEALTH (SAINT PETERSBURG, FL) 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.