Eversource Wealth Advisors, LLC
● SEC registered since 2020CRD 286340SEC# 801-119192Birmingham, AL
Ranks #1,316 of 6,004 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
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 1,316 of 6,004 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
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Benjamin Firman Control | Manager | Under 5% | 2025 |
| Bmss Eversource, LLC Control | Member | 10-25% | 2017 |
| Charles Victor Welden Control | Manager | Under 5% | 2017 |
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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, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
AUM vs fund managersTop 22%
Larger than 78% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$5.1Bregulatory AUM
Discretionary $4.87BNon-discretionary $220.9M
Service providers
Auditor
Custodian