Evermay Wealth Management

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1776 Wilson Blvd Ste 310, Arlington, Vir...

Phone Number

(703) 822-5696

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About Evermay Wealth Management

Evermay Wealth Management is an independent Registered Investment Advisor (RIA) firm located in Arlington, Virginia, offering a range of services such as comprehensive wealth planning and investment management. The firm focuses on tailoring financial strategies to meet the specific needs of their clients, which include individuals looking for both immediate financial management and long-term legacy planning. They utilize advanced technology to enhance clients' experience and provide secure access to customized financial plans. Evermay is recognized as one of the fastest-growing RIA firms in the U.S., emphasizing the importance of investing in clients and their families.Explore more
Evermay Wealth Management's Social MediaPopular SearchesEvermay Wealth Management LLCEvermay Wealth ManagementEvermay LLCEvermay Wealth LLCEvermay Capital Commerce Group LPSIC Code 62,628NAICS Code 52,523Show more

Evermay Wealth Management Org Chart

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Chief Operating Officer & Co-Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evermay Wealth Management

<$5M
11-50
Private
-
2009
DW
Damon WhiteChief Operating Officer & Co-Founder
$6.1M
11-50
Private
<$5M
1997
DN
Darryl NelsonSenior Manager, Wealth
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Evermay Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Evermay Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evermay Wealth Management.

Evermay Wealth Management Tech Stack

A closer look at the technologies used by Evermay Wealth Management

Evermay Wealth Management News & Media

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Frequently Asked Questions Regarding Evermay Wealth Management

What is Evermay Wealth Management's official website?
Evermay Wealth Management's official website is www.evermaywealth.com
What is Evermay Wealth Management's Revenue?
Evermay Wealth Management's revenue is <$5 Million
What is Evermay Wealth Management's SIC code?
Evermay Wealth Management's SIC: 62,628
What is Evermay Wealth Management's NAICS code?
Evermay Wealth Management's NAICS: 52,523
How many employees does Evermay Wealth Management have?
Evermay Wealth Management has 11-50 employees
What industry does Evermay Wealth Management belong to?
Evermay Wealth Management is in the industry of: Finance, Securities Trading
What is Evermay Wealth Management competition?
Evermay Wealth Management top competitors include: Stockade Wealth Management, ABLE Wealth Management Solutions, Ascential Wealth, The Financial Advisory Group
What companies has Evermay Wealth Management acquired?
Evermay Wealth Management has acquired the companies: Insight Wealth Management
What technology does Evermay Wealth Management use?
Some of the popular technologies that Evermay Wealth Management uses are: PHP, Cloudflare CDN, HubSpot, HubSpot Form Builder
How do I contact Evermay Wealth Management?
Evermay Wealth Management contact info: Phone number: (703) 822-5696 Website: www.evermaywealth.com
What does Evermay Wealth Management do?

Evermay Wealth Management is an independent Registered Investment Advisor (RIA) firm located in Arlington, Virginia, offering a range of services such as comprehensive wealth planning and investment management. The firm focuses on tailoring financial strategies to meet the specific needs of their clients, which include individuals looking for both... immediate financial management and long-term legacy planning. They utilize advanced technology to enhance clients' experience and provide secure access to customized financial plans. Evermay is recognized as one of the fastest-growing RIA firms in the U.S., emphasizing the importance of investing in clients and their families.Read More

What are Evermay Wealth Management social media links?
Evermay Wealth Management Linkedin page
Is Evermay Wealth Management a public company?
Evermay Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Evermay Wealth Management

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