Everspire
Everspire is an SEC-registered mass-market adviser in Midvale, UT with $247.7M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Everspire: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 222515, SEC 801-116983, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $247.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Midvale, UT
- Employees
- 20
- Clients
- 803
- CRD
- 222515
- Ownership
- JONES, JOSHUA, PAUL EDWARD DALE RAY; JONES, ROY, RUSSELL; Akbar, Monica, Rosalind; OMNISOURCE LLC; LAZARO INVESTMENTS LLC
How much AUM does Everspire have?
Everspire reported $247.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Everspire?
Disclosed owners and executives of Everspire include JONES, JOSHUA, PAUL EDWARD DALE RAY, JONES, ROY, RUSSELL, Akbar, Monica, Rosalind, OMNISOURCE LLC, LAZARO INVESTMENTS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.