LP Profile

Evermay Wealth Management

Also known as evermay wealth

Wealth ManagerArlington, United StatesFounded 2008
$1.1B
Assets Under Management
Arlington
Headquarters
Investment Focus

About Evermay Wealth Management

Evermay Wealth Management is an independent Registered Investment Advisor (RIA) firm in Arlington, Virginia. Offers comprehensive wealth planning and investment management tailored to your specific needs.

Preferred Sectors & Themes

Financial Services

Preferred Geographies

North AmericaOECD
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Evermay Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
1,957
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Evermay Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Evermay Wealth Management?

Evermay Wealth Management is a wealth manager based in Arlington, United States, managing approximately $1.1B in assets.

Where is Evermay Wealth Management headquartered?

Evermay Wealth Management is headquartered in Arlington, United States.

How much does Evermay Wealth Management manage?

Evermay Wealth Management manages approximately $1.1B in assets under management.

When was Evermay Wealth Management founded?

Evermay Wealth Management was founded in 2008.

What does Evermay Wealth Management invest in?

Evermay Wealth Management focuses on Financial Services.

How can I contact Evermay Wealth Management?

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