EVERMONT WEALTH, INC.

EVERMONT WEALTH
CLAREMONT, California·2 registered advisors·CRD# 168581
SEC# 801-1187972909-296-7977
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EVERMONT WEALTH, INC.

2 registered advisors
Brent Matthew Pasqua
CLAREMONT, California
Matthew Robert Theal
CLAREMONT, California
05

Office Locations

CLAREMONT, California
2 advisors

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Data sourced from SEC Form ADV filings. EVERMONT WEALTH, INC. (CRD# 168581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.