firm
Evertern Wealth
NAPLES, FL
CRD: 340830
In PWD coverage since August 18, 2026 · 2 stories
$1.6BRegulatory AUMSEC Form ADV · Sep 26
12EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 22 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Jason Stephens
Aug 17 · from UBS
Departures
None tracked.
PWD coverage
The Close
Advisors start retirement cash-flow work years before a business sale
Small business owners with a financial professional expect to retire at 63, seven years earlier than those without one, an Equitable and SCORE Association study finds.