Insights

Strong Growth Trajectory Evermay Wealth Management has been recognized as one of the top 50 fastest growing RIA firms nationwide, indicating a robust expansion phase and increasing assets under management, presenting opportunities for financial technology or service providers to support their growth initiatives.

Strategic Asset Acquisitions The recent acquisition of Insight Wealth Management and strategic stakes in diverse assets like Clarivate, Atmus Filtration Technologies, and Plains All American Pipeline highlight their active M&A and investment focus, suggesting potential for partnerships in wealth planning, alternative investments, or due diligence services.

Expanding AUM Base With an estimated revenue between 50 to 100 million dollars and an increased AUM following recent acquisitions, Evermay represents a significant client segment for advanced financial management tools and assets servicing solutions geared toward scalable and sophisticated wealth management.

Technological Engagement The company's use of modern tech stacks like SparkPost, LinkedIn Sign-in, and HTTP/3 indicates openness to innovative digital solutions, providing opportunities for software vendors specializing in client engagement, cybersecurity, or cloud infrastructure services.

Client-Centric Services Evermay emphasizes personalized wealth management and family wealth planning, creating potential for cross-selling comprehensive financial planning tools, family office services, or concierge solutions aimed at high-net-worth individuals and family groups.

Evermay Wealth Management, LLC Tech Stack

Evermay Wealth Management, LLC uses 8 technology products and services including SparkPost, Linkedin Sign-in, Tiny Slider, and more. Explore Evermay Wealth Management, LLC's tech stack below.

  • SparkPost
    Email
  • Linkedin Sign-in
    Identity Verification
  • Tiny Slider
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Goober
    Javascript Libraries
  • X-XSS-Protection
    Security
  • MediaElement.js
    Video Players
  • HTTP/3
    Web & Portal Technology

Media & News

Evermay Wealth Management, LLC's Email Address Formats

Evermay Wealth Management, LLC uses at least 1 format(s):
Evermay Wealth Management, LLC Email FormatsExamplePercentage
FLast@evermaywealth.comJDoe@evermaywealth.com
43%
First.Last@evermaywealth.comJohn.Doe@evermaywealth.com
7%
FLast@evermaywealth.comJDoe@evermaywealth.com
43%
First.Last@evermaywealth.comJohn.Doe@evermaywealth.com
7%

Frequently Asked Questions

Where is Evermay Wealth Management, LLC's headquarters located?

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Evermay Wealth Management, LLC's main headquarters is located at 3901 Fairfax Drive Suite 400 Arlington, Virginia United States. The company has employees across 1 continents, including North America.

What is Evermay Wealth Management, LLC's phone number?

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You can contact Evermay Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Evermay Wealth Management, LLC's official website and social media links?

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Evermay Wealth Management, LLC's official website is evermaywealth.com and has social profiles on LinkedIn.

What is Evermay Wealth Management, LLC's SIC code NAICS code?

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Evermay Wealth Management, LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Evermay Wealth Management, LLC have currently?

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As of February 2026, Evermay Wealth Management, LLC has approximately 24 employees across 1 continents, including North America. Key team members include Chief Operating Officer And Co-Founder: D. W.Chief Compliance Officer: K. S.Chief Investment Strategist, Senior Portfolio Manager: M. S.. Explore Evermay Wealth Management, LLC's employee directory with LeadIQ.

What industry does Evermay Wealth Management, LLC belong to?

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Evermay Wealth Management, LLC operates in the Investment Management industry.

What technology does Evermay Wealth Management, LLC use?

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Evermay Wealth Management, LLC's tech stack includes SparkPostLinkedin Sign-inTiny SliderModernizrGooberX-XSS-ProtectionMediaElement.jsHTTP/3.

What is Evermay Wealth Management, LLC's email format?

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Evermay Wealth Management, LLC's email format typically follows the pattern of FLast@evermaywealth.com. Find more Evermay Wealth Management, LLC email formats with LeadIQ.

When was Evermay Wealth Management, LLC founded?

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Evermay Wealth Management, LLC was founded in 2009.

Evermay Wealth Management, LLC

Investment ManagementVirginia, United States11-50 Employees

A RICHER LIFE DEFINED.
As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones.

COMPREHENSIVE AND TAILORED TO YOUR NEEDS. 
We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. 

Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life.

A SIMPLE CONVERSATION IS WHERE IT BEGINS. 
If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life.

To learn more about Evermay and how we can help you lead a richer life, visit https://www.evermaywealth.com/



Disclaimer:  https://www.evermaywealth.com/disclaimer

Section iconCompany Overview

Headquarters
3901 Fairfax Drive Suite 400 Arlington, Virginia United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Evermay Wealth Management, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Evermay Wealth Management, LLC's revenue is estimated to be in the range of $50M$100M

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