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| Evermay Wealth Management LLC
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| |
|---|---|
| CRD # | 149230 |
| SEC # | 801-70170 |
| CIK # | 0001066816 |
| AUM | $1.1 BB (2024-06-04) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 703-822-5696 |
| Address | 1776 Wilson Boulevard Arlington, VA 22209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.8 | |
| AMZN | 1,092,997.8 | 8.7 | |
| MSFT | 1,918,222.4 | 8.5 | |
| GOOGL | 1,475,138.5 | 6.8 | |
| JMSB | 312.2 | 5.9 | |
| JPM | 340,169.2 | 4.3 | |
| LLY | 301,789.7 | 3.7 | |
| IAU | 3.1 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 165.4 |
| (b) Individuals (high net worth individuals) | 196 | 822.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 68.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,695 | 1,062.6 |
| By Discretionary | ||
| Discretionary | 1,611 | 1,037.3 |
| Non-Discretionary | 84 | 25.3 |
| Total | 1,695 | 1,062.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.3 | |
| United States Persons | 1,047.3 | |
| Total | 1,695 | 1,062.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001066816] |
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|---|---|---|
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.1 |
|
HHM Wealth Advisors LLC
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TN | 1.1 |
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Sheets Smith Wealth Management
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NC | 1.1 |
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PA | 1.1 |
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Anderson Hoagland & Co
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MO | 1.1 |
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Payne Capital Management LLC
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NY | 1.1 |
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Kings Path Partners LLC
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TX | 1.1 |
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James Investment Research Inc
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OH | 1.1 |
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Calton & Associates Inc
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FL | 1.1 |
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MJP Associates Inc
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CT | 1.1 |