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EVERMONT WEALTH
EVERMONT WEALTH, INC.
CRD 168581 · SEC 801-118797
419 YALE AVENUE, CLAREMONT, CA, 91711, United States
Phone
909-296-7977
Fax
909-296-7998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.9M
Discretionary AUM
$273.0M
Team
4 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 408 | $199.9M |
| High net worth individuals | 88 | $134.0M |
States served
AZ, CA, ID, NV, TN, UT, TX, FL
All web addresses on file
- https://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1
- https://www.feeonlynetwork.com/financial-advisor/matthew-theal/
- https://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=36de1204-425b-4b0a-9d53-26a014abfc8
- https://www.feeonlynetwork.com/financial-advisor/brent-pasqua/
- https://www.napfa.org/firm/39722/24899
- HTTP://WWW.RPAWEALTH.COM
- https://www.linkedin.com/company/rpa-wealth-management/
- https://twitter.com/matttheal
- https://twitter.com/brentpasqua?lang=en
- https://twitter.com/jwinterswyk
- https://www.linkedin.com/in/matthew-theal/
- https://www.facebook.com/RPAwealthmanagement/
- https://www.feeonlynetwork.com/financial-advisor/joshua-winterswyk/
- https://www.facebook.com/joshua.winterswyk
- https://www.instagram.com/matttheal4/
- https://www.facebook.com/brent.pasqua
- https://www.facebook.com/MatthewTheal
- https://www.instagram.com/rpa_wealth/
- https://www.instagram.com/jwinterswyk/
- https://www.instagram.com/brentpasqua/
- https://www.retirementplanplaybook.com
- https://www.linkedin.com/in/joshua-winterswyk/
- https://www.linkedin.com/in/brent-pasqua/
Official SEC filing: View on IAPD