SEC Form ADV

EVERSOURCE WEALTH ADVISORS, LLC

Registered Investment AdviserAL

$5.1B

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-286340
Location: BIRMINGHAM, AL
Filing Date: September 25, 2026
AUM: $5.1B
Total Clients: 51
Institutional Clients: 38
Employees: 76
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporationsOther

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $9.4M in combined gross assets.

EVERSOURCE CAPITAL ACCESS FUND I, LLCReal Estate Fund$9.4M

About this Adviser

EVERSOURCE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BIRMINGHAM, AL, managing approximately $5.1B in assets across 51 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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