Evermont Wealth
Evermont Wealth is an SEC-registered mass-market adviser in Claremont, CA with $333.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Evermont Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168581, SEC 801-118797, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $333.9M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Claremont, CA
- Employees
- 4
- Clients
- 496
- CRD
- 168581
- Ownership
- PASQUA, BRENT, MATTHEW; THEAL, MATTHEW, ROBERT
How much AUM does Evermont Wealth have?
Evermont Wealth reported $333.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Evermont Wealth?
Disclosed owners and executives of Evermont Wealth include PASQUA, BRENT, MATTHEW, THEAL, MATTHEW, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.