firm
Evertern Wealth
NAPLES, FL
CRD: 340830
In network coverage since August 18, 2026 · 4 stories
$1.6BRegulatory AUMSEC Form ADV · Oct 24
12EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 22 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Jason Stephens
Aug 17 · from UBS
Departures
None tracked.
Network coverage
Practice management
Evertern Wealth sends advisors to meet clients as seasonal stays lengthen
The Naples firm says clients split the year across several states and weeks abroad, and it reported $1.6 billion in regulatory assets across 1,153 accounts.