$333.9M Total AUM
$273.0M Disc. AUM
-- 3Y CAGR
4 Employees
502 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2013
- Office Locations
- 1
Office Locations
419 Yale Ave. Claremont CA
About Evermont Wealth
Evermont Wealth is a Claremont, CA wealth management firm focused on retirement planning for pre-retirees and retirees across the Inland Empire. The team integrates all financial areas into an ongoing plan and provides investment management to help clients spend confidently through retirement. Offers virtual or in-office meetings, and publishes the Retirement Plan Playbook podcast and checklist.
Team overview
37 AVG AGE
$111.3M AVG AUM / ADVISOR
$665.2K AVG AUM / CLIENT
12.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vital capital Focus Insight ember
Client Personas
Frontier oak Quantum
Custodian
Capital Frontier Ember peak Element Meridian foundation
Investment Themes
Vertex North meridian Frontier
Investment Vehicles
Vital pioneer
Platform
Radial Vital
Services
Matrix harbor Ridge beacon Unison bridge Wave zenith Radial Catalyst legacy Quantum Pathway pioneer Glacier radial Harbor Atlas Beacon Vertex ember Element radial
Owner & Executives
BRENT MATTHEW PASQUA
Chief Compliance Officer, President
- CRD
- #5880292
- Ownership
- 75% or more
(968) 301-6420
capital.horizon@vitalcapital.com
in linkedin.com/in/alpha-horizon
MATTHEW ROBERT THEAL
Financial Planner, Owner
- CRD
- #6245173
- Ownership
- 5% but less than 10%
(384) 824-4623
bridge.element@fusioncapital.com
in linkedin.com/in/glacier-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
J
Joshua Ryan Winterswyk
Financial Advisor
- CRD
- #6573201
(725) 958-7430
vertex.quantum@oakcapital.com
in linkedin.com/in/bridge-catalyst
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,048,659 | $330,968 |
| Non-Discretionary | $60,872,683 | $178,512 |
| Total | $333,921,342 | $286,382 |
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Separately Managed Accounts
Total SMA Asset: $333,921,342
Public Funds:
10.8% Equity - Exchange:
18.7% Cash:
7.6% Other:
24.0% Corporate - Investment Grade:
6.0% Equity - OTC:
6.1% Municipal Bonds:
16.8% Other:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $228,793,936 | 10.8% |
| Equity - Exchange | $396,152,463 | 18.7% |
| Cash | $161,003,140 | 7.6% |
| Other | $508,430,969 | 24.0% |
| Corporate - Investment Grade | $127,107,742 | 6.0% |
| Equity - OTC | $129,226,205 | 6.1% |
| Municipal Bonds | $355,901,678 | 16.8% |
| Other | $211,846,237 | 10.0% |
| Total | $2,118,462,370 | 100.0% |