EVERTERN WEALTH, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 340830). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Andrew Thomas Butte | CHIEF COMPLIANCE OFFICER | — |
| Jason Erik Stephens | MANAGING PARTNER | — |
| Michael James Lundon | MANAGING PARTNER; MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |