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| Eversource Wealth Advisors LLC
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| |
|---|---|
| CRD # | 286340 |
| SEC # | 801-119192 |
| CIK # | 0001710537 |
| AUM | $4.0 B (2025-06-05) |
| Employees | 76 (53% Investors, 0% Brokers) |
| Phone | 205-982-5515 |
| Address | 3500 Colonnade Parkway Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Eversource Capital Access Fund I LLC | 2022-06-02 | 7.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,418 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,471 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.1 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 1,111 | 0.9 |
| Total | 12,633 | 4.0 |
| By Discretionary | ||
| Discretionary | 12,462 | 3.9 |
| Non-Discretionary | 171 | 0.1 |
| Total | 12,633 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 12,633 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001710537] | |
| D | [0001710537] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MainStreet Investment Advisors LLC
✚
|
IL | 5.4 |
|
Quadrant Capital Group LLC
✚
|
OH | 4.7 |
|
Venturi Wealth Management LLC
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|
TX | 3.2 |
|
Pasadena Private Wealth LLC
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|
CA | 1.3 |
|
Bluepointe Capital Management LLC
✚
|
CA | 0.8 |
|
Swan Capital LLC
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|
0.3 | |
|
Shariaportfolio Inc
✚
|
FL | 0.3 |
|
Grid 202 LLC
✚
|
NY | 0.1 |
|
CornerStone Advisors Inc
✚
|
WA | 0.0 |
|
TCG Advisors LP
✚
|
TX | 0.0 |