EVERETT WEALTH SOLUTIONS, INC

EVERETT WEALTH SOLUTIONS, INC of FOREST PARK, IL is an SEC-registered investment adviser (CRD 151725). Regulatory assets under management: $39.3M.

Registration

• CRD: 151725
• Type: Registered investment adviser
• Location: 407 MARENGO AVENUE, FOREST PARK, IL, 60130-1707
• Phone: 708-771-7777
• Latest filing: 2026-01-07
• Regulatory AUM: $39.3M
• Discretionary AUM: $39.3M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search