Eversource Wealth Advisors, LLC
● SEC registered since 2020CRD 286340SEC# 801-119192Birmingham, AL
Ranks #1,324 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$5.1B
Fund GAV
$9.4M
Private funds
1
Employees
76
Accounts
13,689
Location
Birmingham, AL
About Eversource Wealth Advisors
Eversource Wealth Advisors operates as Reinhold Financial, helping clients invest wealth and lives successfully. It emphasizes integrity, purpose, values, trust, discipline, and tradition.
Summary based on the firm’s website.
Eversource Wealth Advisors, LLC assets under management
Eversource Wealth Advisors, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2020. It reports $5.1 billion in regulatory assets under management and employs 76 people. Eversource Wealth Advisors, LLC manages 1 private fund with combined gross assets of $9.4 million, including Eversource Capital Access Fund I, LLC. By regulatory assets, it ranks 1,324 of 5,974 private fund managers.
Eversource Wealth Advisors, LLC private funds
1 funds · $9.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Eversource Capital Access Fund I, LLC | Real Estate | $9.4M | $100K |
Eversource Wealth Advisors, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Benjamin Firman Control | Manager | Under 5% | 2025 |
| Bmss Eversource, LLC Control | Member | 25-50% | 2017 |
| Charles Victor Welden Control | Manager | Under 5% | 2017 |
| Daniel Tedford Phillips Control | Chief Investment Officer | Under 5% | 2024 |
| Donald Wayne Murphy Control | Manager | Under 5% | 2017 |
| Fhg Ventures - Eversource, LLC | Member | 10-25% | 2017 |
| Glenn Gerald Waddell Control | General Counsel & Chief Compliance Officer | Under 5% | 2017 |
| Jason Todd Kessler Control | Chief Administrative Officer | Under 5% | 2023 |
| John Paul Shank Control | Manager | Under 5% | 2021 |
| Love Thy Neighbor Too | Member | 10-25% | 2020 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Eversource Wealth Advisors, LLC manage?
Eversource Wealth Advisors, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Eversource Wealth Advisors, LLC manage?
Eversource Wealth Advisors, LLC manages 1 private funds with combined gross assets of $9.4 million.
How many employees does Eversource Wealth Advisors, LLC have?
Eversource Wealth Advisors, LLC reports 76 employees.
Where is Eversource Wealth Advisors, LLC located?
Eversource Wealth Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2020.
Does Eversource Wealth Advisors, LLC disclose fund performance?
Eversource Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243 |
| Phone | 205-982-5515 |
| Office hours | 8:00 a.m. To 5:00 p.m. (Cst) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.1B▲ 89%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,369 advisers
AUM vs fund managersTop 22%
Larger than 78% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 9%
More than 91% of 16,804 advisers
Assets under management
$5.1Bregulatory AUM
Discretionary $4.87BNon-discretionary $220.9M
Service providers
Auditor
Custodian