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| Keyboard |
| Evermont Wealth Inc
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|---|---|
| CRD # | 168581 |
| SEC # | 801-118797 |
| CIK # | |
| AUM | 333.9 M (2026-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 909-296-7977 |
| Address | 419 Yale Avenue Claremont, CA 91711 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 199.9 |
| (b) Individuals (high net worth individuals) | 88 | 134.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,166 | 333.9 |
| By Discretionary | ||
| Discretionary | 825 | 273.0 |
| Non-Discretionary | 341 | 60.9 |
| Total | 1,166 | 333.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 333.1 | |
| Total | 1,166 | 333.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Molly B Investment Group LLC
✚
|
GA | 334.7 M |
|
Wealthharbor Capital Group LLC
✚
|
LA | 334.7 M |
|
Slayton Lewis Inc
✚
|
UT | 334.4 M |
|
Hewell Financial Group Inc
✚
|
334.4 M | |
|
Good Harbor Advisors Inc
✚
|
MA | 333.7 M |
|
Strait & Sound Wealth Management LLC
✚
|
333.7 M | |
|
Dovetail Wealth Management LLC
✚
|
TX | 333.1 M |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 333.1 M |
|
My Legacy Advisors LLC
✚
|
OR | 333.1 M |
|
Dibenedetto & Associates Ltd
✚
|
IL | 333.1 M |