Evermay Wealth Management LLC

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Assets, Funds, Holdings

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Evermay Wealth Management LLC
CRD #149230
SEC #801-70170
CIK #1066816
AUM $552.0 MM (94% Disc, 99% US)
Employees13 (62% Investors, 0% Brokers)
Phone703-822-5696
Address1776 Wilson Boulevard
Arlington, VA 22209
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
55544433322211102007201120152020
Sector Holding Cap ($MM) Value ($MM)
SCHX60.9
IJH37.4
VOO26.1
SPY24.6
MINT9.8
IVV9.0
IJR8.3
VO6.6
AAPL843,560.04.8
AMZN820,610.03.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02012201420162019
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