EVERMAY WEALTH MANAGEMENT, LLC
CRD #149230 SEC #801-70170 ARLINGTON, VA 703 822-5696
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
24
Clients
101
Accounts
1,787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.2B | $1.1B | $41.5M | 24 | 0 |
| May 2025 | $1.2B | $1.1B | $41.5M | 24 | 0 |
| Mar 2025 | $1.2B | $1.1B | $41.5M | 24 | 0 |
| Oct 2024 | $1.1B | $1B | $25.3M | 21 | 0 |
| Jun 2024 | $1.1B | $1B | $25.3M | 21 | 0 |
| Apr 2024 | $1.1B | $1B | $25.3M | 21 | 0 |
| Mar 2024 | $1.1B | $1B | $25.3M | 21 | 0 |
| Dec 2023 | $799.5M | $791.1M | $8.4M | 16 | 0 |
| Sep 2023 | $799.5M | $791.1M | $8.4M | 16 | 0 |
| Jun 2023 | $799.5M | $791.1M | $8.4M | 16 | 0 |
| Mar 2023 | $799.5M | $791.1M | $8.4M | 16 | 0 |
| Jan 2023 | $857M | $822.3M | $34.7M | 17 | 0 |
| Mar 2022 | $857M | $822.3M | $34.7M | 17 | 0 |
| Dec 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Oct 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Oct 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Sep 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Jun 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| May 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Mar 2021 | $736.8M | $703.9M | $32.9M | 11 | 0 |
| Jan 2021 | $654M | $625.8M | $28.1M | 12 | 0 |
| Sep 2020 | $654M | $625.8M | $28.1M | 12 | 0 |
| Jul 2020 | $654M | $625.8M | $28.1M | 12 | 0 |
| Jun 2020 | $654M | $625.8M | $28.1M | 12 | 0 |
| Mar 2020 | $654M | $625.8M | $28.1M | 12 | 0 |
| Feb 2020 | $552M | $516.2M | $35.8M | 13 | 0 |
| Jul 2019 | $552M | $516.2M | $35.8M | 13 | 0 |
| Mar 2019 | $552M | $516.2M | $35.8M | 13 | 0 |
| May 2018 | $539.8M | $502.4M | $37.3M | 12 | 0 |
| Mar 2018 | $539.8M | $502.4M | $37.3M | 11 | 0 |
| Mar 2017 | $427.2M | $398.5M | $28.7M | 9 | 200 |
| Mar 2016 | $396.7M | $365.3M | $31.5M | 9 | 200 |
| Mar 2015 | $401.8M | $365.9M | $35.9M | 9 | 200 |
| Jan 2015 | $343.6M | $301.2M | $42.4M | 8 | 200 |
| Jun 2014 | $343.6M | $301.2M | $42.4M | 8 | 200 |
| Mar 2014 | $343.6M | $301.2M | $42.4M | 8 | 200 |
| Dec 2013 | $295.6M | $261.8M | $33.8M | 7 | 200 |
| Aug 2013 | $295.6M | $261.8M | $33.8M | 7 | 200 |
| Mar 2013 | $295.6M | $261.8M | $33.8M | 7 | 200 |
| Jan 2013 | $262.3M | $230.5M | $31.7M | 5 | 200 |
| Mar 2012 | $262.3M | $230.5M | $31.7M | 6 | 200 |
| Dec 2011 | $269.2M | $232.8M | $36.4M | 6 | 101 |
| Mar 2011 | $269.2M | $232.8M | $36.4M | 10 | -- |
| Oct 2010 | $256.7M | $198.6M | $58.1M | 10 | -- |
| Sep 2010 | $256.7M | $198.6M | $58.1M | 10 | -- |
| Jun 2010 | $256.7M | $198.6M | $58.1M | 10 | -- |
| Jan 2010 | $206.6M | $167.4M | $39.2M | 10 | -- |
| Jun 2009 | $206.6M | $167.4M | $39.2M | 10 | -- |
| Apr 2009 | $206.6M | $167.4M | $39.2M | 10 | -- |
DateAug 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$41.5M
Employees24
Clients0
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$41.5M
Employees24
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$41.5M
Employees24
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$25.3M
Employees21
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$25.3M
Employees21
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$25.3M
Employees21
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$25.3M
Employees21
Clients0
DateDec 2023
Total AUM$799.5M
Discretionary$791.1M
Non-Disc.$8.4M
Employees16
Clients0
DateSep 2023
Total AUM$799.5M
Discretionary$791.1M
Non-Disc.$8.4M
Employees16
Clients0
DateJun 2023
Total AUM$799.5M
Discretionary$791.1M
Non-Disc.$8.4M
Employees16
Clients0
DateMar 2023
Total AUM$799.5M
Discretionary$791.1M
Non-Disc.$8.4M
Employees16
Clients0
DateJan 2023
Total AUM$857M
Discretionary$822.3M
Non-Disc.$34.7M
Employees17
Clients0
DateMar 2022
Total AUM$857M
Discretionary$822.3M
Non-Disc.$34.7M
Employees17
Clients0
DateDec 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateOct 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateOct 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateSep 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateJun 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateMay 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateMar 2021
Total AUM$736.8M
Discretionary$703.9M
Non-Disc.$32.9M
Employees11
Clients0
DateJan 2021
Total AUM$654M
Discretionary$625.8M
Non-Disc.$28.1M
Employees12
Clients0
DateSep 2020
Total AUM$654M
Discretionary$625.8M
Non-Disc.$28.1M
Employees12
Clients0
DateJul 2020
Total AUM$654M
Discretionary$625.8M
Non-Disc.$28.1M
Employees12
Clients0
DateJun 2020
Total AUM$654M
Discretionary$625.8M
Non-Disc.$28.1M
Employees12
Clients0
DateMar 2020
Total AUM$654M
Discretionary$625.8M
Non-Disc.$28.1M
Employees12
Clients0
DateFeb 2020
Total AUM$552M
Discretionary$516.2M
Non-Disc.$35.8M
Employees13
Clients0
DateJul 2019
Total AUM$552M
Discretionary$516.2M
Non-Disc.$35.8M
Employees13
Clients0
DateMar 2019
Total AUM$552M
Discretionary$516.2M
Non-Disc.$35.8M
Employees13
Clients0
DateMay 2018
Total AUM$539.8M
Discretionary$502.4M
Non-Disc.$37.3M
Employees12
Clients0
DateMar 2018
Total AUM$539.8M
Discretionary$502.4M
Non-Disc.$37.3M
Employees11
Clients0
DateMar 2017
Total AUM$427.2M
Discretionary$398.5M
Non-Disc.$28.7M
Employees9
Clients200
DateMar 2016
Total AUM$396.7M
Discretionary$365.3M
Non-Disc.$31.5M
Employees9
Clients200
DateMar 2015
Total AUM$401.8M
Discretionary$365.9M
Non-Disc.$35.9M
Employees9
Clients200
DateJan 2015
Total AUM$343.6M
Discretionary$301.2M
Non-Disc.$42.4M
Employees8
Clients200
DateJun 2014
Total AUM$343.6M
Discretionary$301.2M
Non-Disc.$42.4M
Employees8
Clients200
DateMar 2014
Total AUM$343.6M
Discretionary$301.2M
Non-Disc.$42.4M
Employees8
Clients200
DateDec 2013
Total AUM$295.6M
Discretionary$261.8M
Non-Disc.$33.8M
Employees7
Clients200
DateAug 2013
Total AUM$295.6M
Discretionary$261.8M
Non-Disc.$33.8M
Employees7
Clients200
DateMar 2013
Total AUM$295.6M
Discretionary$261.8M
Non-Disc.$33.8M
Employees7
Clients200
DateJan 2013
Total AUM$262.3M
Discretionary$230.5M
Non-Disc.$31.7M
Employees5
Clients200
DateMar 2012
Total AUM$262.3M
Discretionary$230.5M
Non-Disc.$31.7M
Employees6
Clients200
DateDec 2011
Total AUM$269.2M
Discretionary$232.8M
Non-Disc.$36.4M
Employees6
Clients101
DateMar 2011
Total AUM$269.2M
Discretionary$232.8M
Non-Disc.$36.4M
Employees10
Clients--
DateOct 2010
Total AUM$256.7M
Discretionary$198.6M
Non-Disc.$58.1M
Employees10
Clients--
DateSep 2010
Total AUM$256.7M
Discretionary$198.6M
Non-Disc.$58.1M
Employees10
Clients--
DateJun 2010
Total AUM$256.7M
Discretionary$198.6M
Non-Disc.$58.1M
Employees10
Clients--
DateJan 2010
Total AUM$206.6M
Discretionary$167.4M
Non-Disc.$39.2M
Employees10
Clients--
DateJun 2009
Total AUM$206.6M
Discretionary$167.4M
Non-Disc.$39.2M
Employees10
Clients--
DateApr 2009
Total AUM$206.6M
Discretionary$167.4M
Non-Disc.$39.2M
Employees10
Clients--