CRD: 151725
Everett Wealth Solutions, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberPrime prime
- Established Date
- 10-21-2009
- Office Locations
- 1
Office Locations
About Everett Wealth Solutions, INC
Everett Wealth Solutions is a founder-led, independent RIA in Forest Park, IL focused on holistic financial wellness and values-based planning. The firm helps individuals and families—especially pre-retirees and retirees—build retirement income and legacy plans, hedge inflation and healthcare costs, optimize Social Security, manage education funding, and implement cost-effective investment strategies. Custodies with Charles Schwab.
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Technology
Owner & Executives
CHRISTINE MARIE EVERETT - FRANTONIUS
Chief Compliance Officer, President
- CRD
- #1883997
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,270,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,270,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,270,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $647,557,803 | 24.7% |
| Equity - Exchange | $1,067,028,445 | 40.7% |
| Cash | $907,105,263 | 34.6% |
| Total | $2,621,691,511 | 100.0% |