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Building 2EVERMAY WEALTH MANAGEMENT, LLC

Map pinARLINGTON, VA
Phone703 822-5696
NotebookSEC #801-70170
Total AUM
$1.3B
Employees
24
Clients
567

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3901 FAIRFAX DRIVE
SUITE 400
ARLINGTON
VA 22203
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703 822-5696
Other Offices
5

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,957
Discretionary
$1.3B
Accounts
1,902
Non-Discretionary
$44.7M
Accounts
55

ContactClients

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Individual Clients
324
AUM
$175.1M
HNW Individual Clients
234
AUM
$1.1B
Charitable Organization Clients
3
AUM
$6.9M
Corporation or Business Clients
6
AUM
$10.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLGAILMAMDMIMTNCNHNJNYORPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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