| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC | Owner | 5-10% | 2026 |
| Jason Erik Stephens Control | Managing Partner | Over 75% | 2026 |
| Michael James Lundon Control | Managing Partner / Chief Compliance Officer | 10-25% | 2026 |
Evertern Wealth reports 10 employees.
Evertern Wealth is based in Naples, FL and has been SEC-registered since 2026.
Evertern Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4501 Tamiami Trail N, Suite 100, Naples, FL 34103 |
| Phone | 239-508-7700 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |