Evermont Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evermont Wealth is a three-advisor registered investment adviser with roughly $334 million in assets under management that serves individual clients (including high-net-worth households) and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, ERISA retirement plan consulting, and management of annuity and variable life products.
The firm typically constructs portfolios guided by documented investment objectives and risk tolerances, relying on fundamental analysis and written investment policy statements, and it often implements strategies through custodial platforms including Betterment Institutional and Schwab-managed account programs. Evermont combines in‑house discretionary authority with the ability to delegate to independent managers on the Betterment platform, provides ongoing reviews and client reporting, and uses supervised AI tools (with an opt‑out option) for real-time note‑taking and research support.
Compared with many peers, Evermont is notable for its mix of scale in the supported-advisor category and for several specialized offerings: it provides a broad set of retirement-plan services (including participant education and QDIA assistance), acts as a sub‑advisor to third‑party advisers, and expressly manages assets inside annuity and variable life products. The firm’s principals also hold equity in a separate tax services entity (Collaborative Tax Partners, LLC) and may introduce clients to that firm, a relationship the brochure discloses and frames as a potential conflict that the firm manages.
Client services
Expertise
Occupation focus
Fee options
Written financial plan fees with minimums: Under 50 - $3,500; Over 50 - $4,500; Quick Start - $1,850; fees negotiable based on scope and complexity.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: Determined by circumstance
$250 per hour for financial planning services.
Minimum fee: Additional $10 fee per quarter, per account to offset charges for performance reports and other third-party software costs. Fee-only: Negotiable annual flat fee for ongoing consulting based on scope; Written financial plan fees range from $1,850 to $4,500 minimums; $250/hour for hourly planning; 1.0% for annuity management; 0.325% for sub-advisory services.
Main office
419 Yale Ave.
Claremont CA 91711
Advisors at this office
3
Most active in
Arizona · California · Florida · Idaho · Nevada · Tennessee · Texas · Utah
Also doing business as
Evermont Wealth · Evermont Wealth, Inc. · Rpa Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Matthew T
Series 65
Claremont, CA
Evermont Wealth
Matthew Theal is a financial advisor at Evermont Wealth with 13 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services from 2015 to 2018. Theal has been with Evermont Wealth since 2013. Evermont Wealth is a three-advisor registered investment adviser with approximately $334 million in assets under management, serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management, financial planning, ERISA retirement plan consulting, and management of annuity and variable life products, combining in-house discretionary authority with delegation to independent managers and employing supervised AI tools for research support.
Joshua W
Series 65
Claremont, CA
Evermont Wealth
Joshua Winterswyk is a financial advisor at Evermont Wealth with 10 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and ERISA plan consulting. The firm combines retail wealth management with institutional ERISA consulting and sub-advisory services, managing approximately $278 million across several hundred clients.
Brent P
Series 65
Claremont, CA
Evermont Wealth
Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.
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