Evertern Wealth
● SEC registered since 2026CRD 340830SEC# 801-135576Naples, FL
Reg. AUM
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Employees
10
Accounts
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Location
Naples, FL
Evertern Wealth assets under management
Evertern Wealth operates as an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2026. It employs 10 people.
Evertern Wealth owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC | Owner | 5-10% | 2026 |
| Jason Erik Stephens Control | Managing Partner | Over 75% | 2026 |
| Michael James Lundon Control | Managing Partner / Chief Compliance Officer | 10-25% | 2026 |
Frequently asked questions
How many employees does Evertern Wealth have?
Evertern Wealth reports 10 employees.
Where is Evertern Wealth located?
Evertern Wealth is based in Naples, FL and has been SEC-registered since 2026.
Does Evertern Wealth disclose fund performance?
Evertern Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4501 Tamiami Trail N, Suite 100, Naples, FL 34103 |
| Phone | 239-508-7700 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 40%
More than 60% of 16,825 advisers