Evermont Wealth, Inc.
- Regulatory AUM
- $334M
- Discretionary
- $273M
- Clients
- 496
- Avg AUM / client
- $673K
- Accounts
- 1,166
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 408 | $200M | 59.9% |
| High net worth individuals | 88 | $134M | 40.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Matthew Pasqua | President/Chief Compliance Officer | Jul 2013 (13y) | 75% or more | |
| Matthew Robert Theal | Owner | Sep 2021 (5y) | 5% – 10% | |
| Joshua Ryan Winterswyk | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 878 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $315M (94% of AUM) Mar 2026
- Jefferson National Securities Corporation $271K (0% of AUM) Sep 2021
- Tiaa Cref Individual & Institutional Services, Llc $203K (0% of AUM) Sep 2021
- My529 Plan $75.0K (0% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗