Evertern Wealth, LLC
● SEC registered since 2026CRD 340830SEC# 801-135576Naples, FL
Reg. AUM
$1.56B
Employees
12
Accounts
1,153
Location
Naples, FL
Evertern Wealth, LLC assets under management
Evertern Wealth, LLC operates as an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2026. It reports $1.6 billion in regulatory assets under management and employs 12 people.
Evertern Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC | Owner | 5-10% | 2026 |
| Jason Erik Stephens Control | Managing Partner | Over 75% | 2026 |
| Michael James Lundon Control | Managing Partner / Chief Compliance Officer | 10-25% | 2026 |
Frequently asked questions
How much does Evertern Wealth, LLC manage?
Evertern Wealth, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Evertern Wealth, LLC have?
Evertern Wealth, LLC reports 12 employees.
Where is Evertern Wealth, LLC located?
Evertern Wealth, LLC is based in Naples, FL and has been SEC-registered since 2026.
Does Evertern Wealth, LLC disclose fund performance?
Evertern Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4501 Tamiami Trail N, Suite 100, Naples, FL 34103 |
| Phone | 239-508-7700 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$1.56Bregulatory AUM
Discretionary $1.51BNon-discretionary $54.6M