Evermont Wealth, Inc.
● SEC registered since 2020CRD 168581SEC# 801-118797Claremont, CA
Reg. AUM
$333.9M
Employees
4
Accounts
1,166
Location
Claremont, CA
Evermont Wealth, Inc. assets under management
Evermont Wealth, Inc. is an investment advisory firm registered with the SEC based in Claremont, CA. The firm has been registered since 2020. It reports $333.9 million in regulatory assets under management and employs 4 people.
Evermont Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Matthew Pasqua Control | President/Chief Compliance Officer | Over 75% | 2013 |
| Matthew Robert Theal Control | Owner | 5-10% | 2021 |
Frequently asked questions
How much does Evermont Wealth, Inc. manage?
Evermont Wealth, Inc. reports $333.9 million in regulatory assets under management on its Form ADV.
How many employees does Evermont Wealth, Inc. have?
Evermont Wealth, Inc. reports 4 employees.
Where is Evermont Wealth, Inc. located?
Evermont Wealth, Inc. is based in Claremont, CA and has been SEC-registered since 2020.
Does Evermont Wealth, Inc. disclose fund performance?
Evermont Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 419 Yale Avenue, Claremont, CA 91711 |
| Phone | 909-296-7977 |
| Fax | 909-296-7998 |
| Office hours | By Appt Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$333.9M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$333.9Mregulatory AUM
Discretionary $273MNon-discretionary $60.9M