Everwealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,738,659
Total clients
102
39% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$801,359
About
Everwealth (Wealth Management Advisors, LLC) is a state‑registered investment adviser managing approximately $81.7 million for about 102 clients, serving individual investors (including high‑net‑worth clients) and retirement plan sponsors and participants. The firm provides both discretionary and non‑discretionary individual portfolio management as well as retirement plan consulting services, including investment policy development, investment option selection and participant education.
The firm’s investment approach follows Modern Portfolio Theory and emphasizes long‑term, diversified asset allocation implemented primarily through Dimensional Fund Advisors (DFA) mutual funds, with routine rebalancing and monitoring. Everwealth uses a mix of fundamental, quantitative and mutual fund/ETF analysis and purchases third‑party research (e.g., Morningstar) to inform portfolio construction and risk management.
Notably, the firm discloses an affiliation with an insurance business: management personnel are licensed insurance agents and offer insurance products through a separate entity and carrier relationships, a relationship the brochure says generates separate commission compensation and occupies a material portion of principals’ time. The brochure also highlights that Everwealth treats certain retirement plan work as ERISA fiduciary consulting for non‑discretionary advice and that it does not vote client proxies, which are operational distinctions that may be relevant when comparing this small, two‑advisor firm to peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $9,999,999: 0.70% $10,000,000+: Negotiable
Minimum fee: Annual minimum fee of $2,000 per client household for Individual Portfolio Management, waivable at firm's discretion Fee-only: Fees based on percentage of assets under management as per schedules; no commissions for advisory services
Main office location
Everwealth
4200 East Skelly Drive, Suite 350
Tulsa OK 74135-3204, United States
Number of offices
1
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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