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Brent Matthew Pasqua

EVERMONT WEALTH, INC.·CLAREMONT, California
Series 65Clean record15 years registeredEVERMONT WEALTH, INC.
419 YALE AVENUE, CLAREMONT, CA 91711CRD# 5880292Firm CRD# 168581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Matthew Pasqua · CLAREMONT, CA
Registration
CRD #5880292 · EVERMONT WEALTH, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

EVERMONT WEALTH
Aug 2013 – present
LEGACY INVESTMENT SERVICES, LLC
Jan 2011 – Mar 2014
RANCHO CUCAMONGA, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 12, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVERMONT WEALTH, INC.
CRD 168581 · SEC 801-118797
AUM
$226M
Regulatory assets under management
Employees
4
974 client accounts
Services offered by EVERMONT WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EVERMONT WEALTH, INC. →
Introduction

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05

Frequently Asked Questions

What services does Brent Matthew Pasqua offer?
Brent Matthew Pasqua specializes in Financial Planning, Investment Management. Contact their office in CLAREMONT, California for a consultation.
What are Brent Matthew Pasqua's credentials?
Brent Matthew Pasqua is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Matthew Pasqua located?
Brent Matthew Pasqua is based in CLAREMONT, California, working with EVERMONT WEALTH, INC.. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
How does Brent Matthew Pasqua charge for services?
Brent Matthew Pasqua's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERMONT WEALTH, INC.?
EVERMONT WEALTH, INC. has approximately 4 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Robert Theal
CLAREMONT, CA

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