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EVERETT WEALTH SOLUTIONS, INC
CRD 151725
407 MARENGO AVENUE, FOREST PARK, IL, 60130-1707, United States
Phone
708-771-7777
Fax
708-771-7786
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$39.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $21.8M |
| High net worth individuals | 9 | $17.5M |
All web addresses on file
Official SEC filing: View on IAPD