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| Evermay Wealth Management LLC
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|---|---|
| CRD # | 149230 |
| SEC # | 801-70170 |
| CIK # | 0001066816 |
| AUM | 1,329.6 M (2026-03-27) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 703-822-5696 |
| Address | 3901 Fairfax Drive Arlington, VA 22203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Trebia Acquisition Corp | 90.5 | |
| Apple Inc | 17.7 | |
| Burke & Herbert Financial Services Corp | 11.6 | |
| Amazon Com Inc | 10.7 | |
| Alphabet Inc | 9.6 | |
| John Marshall Bancorp Inc | 7.1 | |
| Microsoft Corp | 6.4 | |
| J P Morgan Chase & Co | 5.3 | |
| Nvidia Corp | 3.7 | |
| Lilly Eli & Co | 3.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 175.1 |
| (b) Individuals (high net worth individuals) | 234 | 1,136.9 |
| (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 | 6.9 |
| (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 | 6 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,957 | 1,329.6 |
| By Discretionary | ||
| Discretionary | 1,902 | 1,284.9 |
| Non-Discretionary | 55 | 44.7 |
| Total | 1,957 | 1,329.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.5 | |
| United States Persons | 1,313.1 | |
| Total | 1,957 | 1,329.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001066816] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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