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Dana Renee Tomisek

Chief Operating OfficerEvermay Wealth Management, LLCCRD 5849998

About Dana Renee Tomisek

Dana Renee Tomisek is listed as Chief Operating Officer at Evermay Wealth Management, LLC in Arlington, VA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Evermay Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Dana Renee Tomisek work?

Dana Renee Tomisek is listed as Chief Operating Officer at Evermay Wealth Management, LLC on SEC Form ADV.

How much of Evermay Wealth Management, LLC does Dana Renee Tomisek own?

Form ADV reports a beneficial ownership band of Under 5%.

Evermay Wealth Management, LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personNo
Since2026