|
⚲
|
| Keyboard |
| Eversource Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 286340 |
| SEC # | 801-119192 |
| CIK # | 0001710537 |
| AUM | 5,095.8 M (2026-04-13) |
| Employees | 76 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Apollo Global Management Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Eversource Capital Access Fund I LLC | 2022-06-02 | 9.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,715 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,540 | 3.0 |
| (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 | 26 | 0.1 |
| (h) Charitable organizations | 12 | 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 | 15 | 0.0 |
| (n) Other | 1,030 | 1.1 |
| Total | 13,689 | 5.1 |
| By Discretionary | ||
| Discretionary | 13,506 | 4.9 |
| Non-Discretionary | 183 | 0.2 |
| Total | 13,689 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 13,689 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001710537] | |
| D | [0001710537] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 51 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fifth Third Wealth Advisors LLC
✚
|
OH | 7,799.2 M |
|
Evergreen Capital Management LLC
✚
|
WA | 7,185.1 M |
|
MainStreet Investment Advisors LLC
✚
|
IL | 5,855.9 M |
|
Quadrant Capital Group LLC
✚
|
OH | 5,400.0 M |
|
Venturi Wealth Management LLC
✚
|
TX | 3,581.3 M |
|
Shariaportfolio Inc
✚
|
FL | 3,009.9 M |
|
Pasadena Private Wealth LLC
✚
|
CA | 1,620.6 M |
|
Swan Capital LLC
✚
|
351.4 M | |
|
SWBC Investment Company
✚
|
TX | 256.0 M |
|
Grid 202 LLC
✚
|
NY | 136.6 M |