Evermont Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Claremont, CA. Its latest Form ADV filing, dated March 13, 2026, reports $334M in regulatory assets under management, 4 employees, 2 offices, and 1,166 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.3% of total clients.
Top client categories% of clientsClients
1
Individuals
82.3%
408
2
HNWI
17.7%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$334Mas of March 13, 2026
Discretionary81.8%
$273M
82% of total RAUM81.8%
Non-discretionary18.2%
$61M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$334M
Total Accounts1,166
10Y AUM Change+$221M (+196.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee124:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.