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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PASQUA, BRENT, MATTHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
| THEAL, MATTHEW, ROBERT | I | OWNER | A | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (3)
AZ CA TX
Address
419 YALE AVENUECLAREMONT, CA 91711
United States
Phone: 909-296-7977