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EVERWEALTH
WEALTH MANAGEMENT ADVISORS, LLC
CRD 129458
4200 EAST SKELLY DRIVE, SUITE 350, TULSA, OK, 74135-3204, United States
Phone
918-524-6325
Fax
918-493-2556
Registration
— (—)
Source
State registered
Total AUM
$81.7M
Discretionary AUM
$68.6M
Team
2 total employees; 2 advisory reps; 11 broker-dealer reps
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $33.7M |
| High net worth individuals | 40 | $48.0M |
All web addresses on file
Official SEC filing: View on IAPD