| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Matthew Pasqua Control | President/Chief Compliance Officer | Over 75% | 2013 |
| Matthew Robert Theal Control | Owner | 5-10% | 2021 |
Evermont Wealth, Inc. reports $277.7 million in regulatory assets under management on its Form ADV.
Evermont Wealth, Inc. reports 4 employees.
Evermont Wealth, Inc. is based in Claremont, CA and has been SEC-registered since 2020.
Evermont Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 419 Yale Avenue, Claremont, CA 91711 |
| Phone | 909-296-7977 |
| Fax | 909-296-7998 |
| Office hours | By Appt Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $245.3M |
| Non-discretionary | $32.4M |
| Total (RAUM) | $277.7M |