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EVEROAK WEALTH CO

COLORADO SPRINGS, CO · CRD 344190 · IAPD ↗ · everoakwealth.com · 719-300-6700

$0Regulatory AUM
9Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
1States
1Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — EVEROAK WEALTH CO (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 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.