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EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL
205-982-5515
SEC #801-119192Total AUM
$5.1B
Employees
76Clients
4,343Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3500 COLONNADE PARKWAY
SUITE 150
BIRMINGHAM
AL 35243
United States
SUITE 150
BIRMINGHAM
AL 35243
United States
Operating Hours
8:00 AM TO 5:00 PM (CST)
Monday - Friday
Monday - Friday
Phone
205-982-5515
Other Offices
27
Financials
Total AUM
$5.1B
Accounts
13,689Discretionary
$4.9B
Accounts
13,506Non-Discretionary
$220.9M
Accounts
183
Clients
Individual Clients
1,715AUM
$852.2M
HNW Individual Clients
1,540AUM
$3B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
26AUM
$69.2M
Charitable Organization Clients
12AUM
$87.3M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
15AUM
$19M
Other Clients
1,030AUM
$1.1B
Description of Other Clients
TAMP SERVICES
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.