EVERBANK WEALTH MANAGEMENT, INC.
Legal name: EVERBANK WEALTH MANAGEMENT
CRD #154237 SEC #801-71589 JACKSONVILLE, FL 904-281-6000
SEC Registered
Total AUM
$118.2M
Discretionary
$36.1M
Employees
18
Clients
0
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $118.2M | $36.1M | $82.2M | 18 | 100 |
| Apr 2017 | $118.2M | $36.1M | $82.2M | 18 | 100 |
| Mar 2017 | $117.5M | $35.3M | $82.2M | 18 | 100 |
| Mar 2016 | $132.5M | $40.7M | $91.8M | 17 | 200 |
| Oct 2015 | $176.7M | $63.9M | $112.8M | 20 | 300 |
| Jun 2015 | $176.7M | $63.9M | $112.8M | 20 | 300 |
| Jun 2015 | $176.7M | $63.9M | $112.8M | 20 | 300 |
| Mar 2015 | $176.7M | $63.9M | $112.8M | 20 | 300 |
| Mar 2014 | $231.6M | $67.9M | $163.7M | 18 | 400 |
| Mar 2014 | $420.6M | $64.3M | $356.2M | 24 | 100 |
| Aug 2013 | $420.6M | $64.3M | $356.2M | 24 | 100 |
| Jul 2013 | $420.6M | $64.3M | $356.2M | 24 | 100 |
| Jun 2013 | $420.6M | $64.3M | $356.2M | 24 | 100 |
| Apr 2013 | $420.6M | $64.3M | $356.2M | 24 | 100 |
| Feb 2013 | $514M | $5.3M | $508.7M | 13 | 26 |
| Nov 2012 | $514M | $5.3M | $508.7M | 13 | 26 |
| May 2012 | $514M | $5.3M | $508.7M | 1 | 26 |
| Mar 2012 | $514M | $5.3M | $508.7M | 1 | 26 |
| Mar 2012 | $508M | $0 | $508M | 1 | 26 |
| Aug 2011 | $100M | $0 | $100M | 5 | -- |
| May 2011 | $100M | $0 | $100M | 5 | -- |
| Mar 2011 | $100M | $0 | $100M | 5 | -- |
| Feb 2011 | $100M | $100M | $0 | 5 | -- |
| Feb 2011 | $100M | $100M | $0 | 5 | -- |
| Dec 2010 | $100M | $100M | $0 | 5 | -- |
| Oct 2010 | $100M | $100M | $0 | 5 | -- |
DateAug 2017
Total AUM$118.2M
Discretionary$36.1M
Non-Disc.$82.2M
Employees18
Clients100
DateApr 2017
Total AUM$118.2M
Discretionary$36.1M
Non-Disc.$82.2M
Employees18
Clients100
DateMar 2017
Total AUM$117.5M
Discretionary$35.3M
Non-Disc.$82.2M
Employees18
Clients100
DateMar 2016
Total AUM$132.5M
Discretionary$40.7M
Non-Disc.$91.8M
Employees17
Clients200
DateOct 2015
Total AUM$176.7M
Discretionary$63.9M
Non-Disc.$112.8M
Employees20
Clients300
DateJun 2015
Total AUM$176.7M
Discretionary$63.9M
Non-Disc.$112.8M
Employees20
Clients300
DateJun 2015
Total AUM$176.7M
Discretionary$63.9M
Non-Disc.$112.8M
Employees20
Clients300
DateMar 2015
Total AUM$176.7M
Discretionary$63.9M
Non-Disc.$112.8M
Employees20
Clients300
DateMar 2014
Total AUM$231.6M
Discretionary$67.9M
Non-Disc.$163.7M
Employees18
Clients400
DateMar 2014
Total AUM$420.6M
Discretionary$64.3M
Non-Disc.$356.2M
Employees24
Clients100
DateAug 2013
Total AUM$420.6M
Discretionary$64.3M
Non-Disc.$356.2M
Employees24
Clients100
DateJul 2013
Total AUM$420.6M
Discretionary$64.3M
Non-Disc.$356.2M
Employees24
Clients100
DateJun 2013
Total AUM$420.6M
Discretionary$64.3M
Non-Disc.$356.2M
Employees24
Clients100
DateApr 2013
Total AUM$420.6M
Discretionary$64.3M
Non-Disc.$356.2M
Employees24
Clients100
DateFeb 2013
Total AUM$514M
Discretionary$5.3M
Non-Disc.$508.7M
Employees13
Clients26
DateNov 2012
Total AUM$514M
Discretionary$5.3M
Non-Disc.$508.7M
Employees13
Clients26
DateMay 2012
Total AUM$514M
Discretionary$5.3M
Non-Disc.$508.7M
Employees1
Clients26
DateMar 2012
Total AUM$514M
Discretionary$5.3M
Non-Disc.$508.7M
Employees1
Clients26
DateMar 2012
Total AUM$508M
Discretionary$0
Non-Disc.$508M
Employees1
Clients26
DateAug 2011
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateMay 2011
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateMar 2011
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateFeb 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--