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| Eversource Wealth Advisors LLC
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| |
|---|---|
| CRD # | 286340 |
| SEC # | 801-119192 |
| CIK # | 0001710537 |
| AUM | $2.7 BB (2024-05-01) |
| Employees | 59 (68% Investors, 0% Brokers) |
| Phone | 205-982-5515 |
| Address | 3500 Colonnade Parkway Birmingham, AL 35243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 45.8 | |
| IAU | 30.2 | ||
| MSFT | 1,918,222.4 | 22.7 | |
| NVDA | 399,550.0 | 19.0 | |
| FBTC | 18.1 | ||
| GOOGL | 1,475,138.5 | 18.0 | |
| AMZN | 1,092,997.8 | 17.5 | |
| TSLA | 723,390.3 | 16.8 | |
| PGR | 67,509.2 | 14.0 | |
| AVGO | 201,282.9 | 13.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Eversource Capital Access Fund I LLC | 2022-06-02 | 11.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,288 | 1.6 |
| (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 | 23 | 0.1 |
| (h) Charitable organizations | 4 | 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 | 2 | 0.0 |
| (n) Other | 860 | 0.8 |
| Total | 8,119 | 2.7 |
| By Discretionary | ||
| Discretionary | 7,965 | 2.6 |
| Non-Discretionary | 154 | 0.1 |
| Total | 8,119 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 8,119 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001710537] | |
| D | [0001710537] |
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|---|---|---|
|
MainStreet Investment Advisors LLC
✚
|
IL | 5.1 |
|
Quadrant Capital Group LLC
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OH | 3.9 |
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Venturi Wealth Management LLC
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TX | 2.6 |
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Pasadena Private Wealth LLC
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CA | 1.2 |
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Northeast Financial Group Inc
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PA | 1.0 |
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Bluepointe Capital Management LLC
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CA | 0.8 |
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Grid 202 LLC
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NY | 0.1 |
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CornerStone Advisors Inc
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WA | 0.0 |
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True Capital Management LLC
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CA | 0.0 |
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TCG Advisors LP
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TX | 0.0 |