# EVERSOURCE WEALTH ADVISORS, LLC

EVERSOURCE WEALTH ADVISORS, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 286340
- Type: SEC-registered investment adviser
- SEC file number: 801-119192
- Location: 3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, 35243
- Phone: 205-982-5515
- Latest filing: 2026-04-13
- Regulatory AUM: $5.1B
- Discretionary AUM: $4.9B
- Non-discretionary AUM: $220.9M
- Clients: 76
- Accounts: 13,689

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| LUKAS MILLER ROUSH | MANAGER | DURHAM, NC |
| Donald Wayne Murphy | MANAGER | — |
| Mark Alan Wesson | CHIEF EXECUTIVE OFFICER & MANAGER; MANAGER | — |
| Charles Victor Welden | MANAGER | — |
| Glenn Gerald Waddell | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| Thomas Merle Phillips | MEMBER | — |
| Rhonda Fields Hitchcock | CHIEF OPERATING OFFICER | — |
| John Paul Shank | MANAGER | — |
| Andrew Benjamin Firman | MANAGER | — |
| WESSON MARK ALAN | CHIEF EXECUTIVE OFFICER & MANAGER; MANAGER | — |
| Murphy Donald Wayne | MANAGER | — |
| WELDEN CHARLES VICTOR | MANAGER | — |
| WADDELL GLENN GERALD | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| PHILLIPS THOMAS MERLE | MEMBER | — |
| Hitchcock Rhonda Fields | CHIEF OPERATING OFFICER | — |
| Shank John Paul | MANAGER | — |
| Roush Lukas Miller | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286340/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286340/similar
- Related entities: https://search.stillhousedata.com/firm/286340/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286340

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.