Everpar Advisors LLC
Everpar Advisors LLC is an SEC-registered wealth manager in Tulsa, OK with $587.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Everpar Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326468, SEC 801-128638, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $587.8M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 9
- Clients
- 250
- CRD
- 326468
- Ownership
- ELLIS, DAVID, C; Hoffman, Courtney, Lynn; Mortara, Christopher, Michael; EVERPAR HOLDINGS LLC; KOSKI, TIMOTHY, T
How much AUM does Everpar Advisors LLC have?
Everpar Advisors LLC reported $587.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Everpar Advisors LLC?
Disclosed owners and executives of Everpar Advisors LLC include ELLIS, DAVID, C, Hoffman, Courtney, Lynn, Mortara, Christopher, Michael, EVERPAR HOLDINGS LLC, KOSKI, TIMOTHY, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.