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Everwealth

Everwealth. CRD 129458

Everwealth logo

CRD: 129458

Everwealth

Tulsa, OK, 74135
9185246325
everwealth.net
$81.7M Total AUM
$68.6M Disc. AUM
-- 3Y CAGR
2 Employees
113 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Prime
Established Date
02-02-2004
Office Locations
1

Office Locations

4200 E. Skelly Drive Suite 350 Tulsa OK

About Everwealth

Everwealth is an independent Tulsa-based RIA providing consultative wealth management, investment supervisory, and pension consulting services. The firm delivers investment consulting, advanced planning, and relationship management through a defined process focused on client goals. Its qualitative approach emphasizes broad diversification and consistent exposure to structural trends in global markets while avoiding stock, time, and style picking. Custody includes Schwab and Fidelity; client niches include entrepreneurs.

Team overview

-- AVG AGE
$40.9M AVG AUM / ADVISOR
$723.4K AVG AUM / CLIENT
18.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Bridge wave Timber

Client Personas

Focus

Custodian

Alpha oak Prime Catalyst north Pathway Summit Element Legacy

Investment Themes

Foundation Capital Harbor

Investment Vehicles

Summit

Services

Glacier horizon Harbor vertex Harbor ridge Wave value Focus Pioneer unison Prime Frontier ridge Zenith

Technology

Frontier harbor

Owner & Executives

B

BRUCE TOM RIDDLE JR

Chief Compliance Officer, Owner

CRD
#1048805
Ownership
75% or more
(554) 501-2241
value.capital@harborcapital.com
in linkedin.com/in/signal-alpha

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Contacts

A

ANDREW JAMES RIDDLE

Director

CRD
#5371712
(477) 592-6482
pioneer.alpha@pathwaycapital.com
in linkedin.com/in/delta-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $68,581,378 --
Non-Discretionary $13,157,281 --
Total $81,738,659 --

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Separately Managed Accounts

Total SMA Asset: $81,738,659

$81.7M Total SMA
Public Funds:
29.1%
Equity - Exchange:
18.9%
Cash:
12.4%
Corporate - Investment Grade:
17.4%
Sovereign Bonds:
22.2%
Asset class Assets Assets %
Public Funds $2,323,291,749 29.1%
Equity - Exchange $1,508,942,064 18.9%
Cash $989,993,735 12.4%
Corporate - Investment Grade $1,389,184,757 17.4%
Sovereign Bonds $1,772,408,140 22.2%
Total $7,983,820,445 100.0%

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