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EVERMAY WEALTH MANAGEMENT, LLC
CRD 149230 · SEC 801-70170
3901 FAIRFAX DRIVE, SUITE 400, ARLINGTON, VA, 22203, United States
Phone
703 822-5696
Fax
703 312-1110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$1.28B
Team
24 total employees; 17 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 324 | $175.1M |
| High net worth individuals | 234 | $1.14B |
| Charitable organizations | 3 | $6.9M |
| Corporations/business entities | 6 | $10.8M |
States served
CA, CO, DE, DC, GA, IL, MD, MA, MI, MT, NJ, NY, NC, OR, PA, SC, TN, VA, WV, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD