SourcingSourcing

EVERTERN WEALTH, LLC

C34
CRD 340830·SEC 801-135576·NAPLES, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERTERN WEALTH, LLC
CRD
340830
SEC file #
801-135576
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
everternwealth.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEPHENS, JASON, ERIK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STEPHENS, JASON, ERIK
LUNDON, MICHAEL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EVERTERNWEALTH.COM
Rdap Domain Creation Date
2026-02-13T16:16:37Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5256
Soi Zip Pct 200k Plus
0.3628
Soi Zip Returns 200k Plus
2,340
Soi Zip Total AGI
4,046,190
Fdic Zip Total Deposits
79,220,970,000
Fdic Zip Branch Count
520
Fdic Zip Top Banks
KeyBank National Association
Keybank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
PNC Bank, FSBNaples, FL
Gulf Coast National BankNaples, FL
Fdic Zip HHI
915.78
Fdic Zip Top Bank Share Pct
25.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-13T16:16:37Z
Rdap Domain Last Changed
2026-02-13T16:16:39Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,600
Returns1,130
Stub 2
AGI32,611
Returns880
Stub 3
AGI36,021
Returns580
Soi Zip Total Business Income
116,564
Soi Zip Total Cap Gains
1,370,467
Soi Zip Total Dividends
449,097
Soi Zip Total Returns
6,450
Top Owner CRD
3053046
Trust Company Affiliate
No

People (2)

2
STEPHENS, JASON, ERIK
IAR · Direct Owner · 87.5%
3053046
LUNDON, MICHAEL, JAMES
IAR · Direct Owner · 17.5%
2988875