# EVERTERN WEALTH, LLC

EVERTERN WEALTH, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 340830
- Type: SEC-registered investment adviser
- SEC file number: 801-135576
- Location: 4501 TAMIAMI TRAIL N, SUITE 100, NAPLES, FL, 34103
- Phone: 239-508-7700
- Latest filing: 2026-07-28
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $54.6M
- Clients: 12
- Accounts: 1,153

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Thomas Butte | CHIEF COMPLIANCE OFFICER | — |
| Jason Erik Stephens | MANAGING PARTNER | — |
| Michael James Lundon | MANAGING PARTNER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340830/similar
- Related entities: https://search.stillhousedata.com/firm/340830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340830

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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.