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EVERTERN WEALTH, LLC
CRD 340830 · SEC 801-135576
4501 TAMIAMI TRAIL N, SUITE 100, NAPLES, FL, 34103, United States
Phone
239-508-7700
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
10 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD