EVERMONT WEALTH, INC.
Legal name: EVERMONT WEALTH
CRD #168581 SEC #801-118797 CLAREMONT, CA 909-296-7977
SEC Registered
Total AUM
$277.7M
Discretionary
$245.3M
Employees
4
Clients
25
Accounts
1,051
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $277.7M | $245.3M | $32.4M | 4 | 6 |
| Mar 2024 | $225.8M | $200.4M | $25.4M | 4 | 6 |
| Dec 2023 | $183.7M | $162.6M | $21.1M | 4 | 6 |
| Nov 2023 | $183.7M | $162.6M | $21.1M | 4 | 6 |
| Mar 2023 | $183.7M | $162.6M | $21.1M | 4 | 6 |
| Jan 2023 | $188M | $161.5M | $26.5M | 3 | 6 |
| Mar 2022 | $188M | $161.5M | $26.5M | 3 | 6 |
| Sep 2021 | $154.5M | $154.5M | $0 | 3 | 6 |
| Mar 2021 | $154.5M | $154.5M | $0 | 3 | 6 |
| Feb 2021 | $112.6M | $112.6M | $0 | 3 | 6 |
| Jun 2020 | $112.6M | $112.6M | $0 | 3 | 6 |
| Apr 2020 | $112.6M | $112.6M | $0 | 3 | 6 |
DateMar 2025
Total AUM$277.7M
Discretionary$245.3M
Non-Disc.$32.4M
Employees4
Clients6
DateMar 2024
Total AUM$225.8M
Discretionary$200.4M
Non-Disc.$25.4M
Employees4
Clients6
DateDec 2023
Total AUM$183.7M
Discretionary$162.6M
Non-Disc.$21.1M
Employees4
Clients6
DateNov 2023
Total AUM$183.7M
Discretionary$162.6M
Non-Disc.$21.1M
Employees4
Clients6
DateMar 2023
Total AUM$183.7M
Discretionary$162.6M
Non-Disc.$21.1M
Employees4
Clients6
DateJan 2023
Total AUM$188M
Discretionary$161.5M
Non-Disc.$26.5M
Employees3
Clients6
DateMar 2022
Total AUM$188M
Discretionary$161.5M
Non-Disc.$26.5M
Employees3
Clients6
DateSep 2021
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees3
Clients6
DateMar 2021
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees3
Clients6
DateFeb 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees3
Clients6
DateJun 2020
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees3
Clients6
DateApr 2020
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees3
Clients6