Verified 10 Nov 2026
Evertern Wealth, LLC
Evertern Wealth, LLC is an independent, founder-led multi-family office based in Naples, Florida, and also working from the Northeast, for entrepreneurs and families facing business exits, concentrated stock positions and generational transfers. It combines investment oversight, tax and estate coordination, governance and lifestyle support, and holds client assets with Goldman Sachs Custody Solutions. Its Form ADV filed on 30 September 2026 reported $1.6 billion in regulatory assets for 173 clients.
- Type
- Multi-family office
- Location
- Naples, Florida, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $1.6B regulatory AUM (Form ADV, filed 2026-09-30)
- Latest fund or filing
- 30 Sep 2026
- Website
- www.everternwealth.com
Contacts on file
For Evertern Wealth, LLC, the paid file holds: 2 named decision-makers with roles.
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