Everwealth

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Client assets under management

$81,738,659

Clients

102

39% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

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

Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$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

Other

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

Most active in

Oklahoma · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 918-524-6325

Advisors at this firm

Andrew R

Series 63, Series 66

Tulsa, OK

Everwealth

Andrew Riddle is a financial advisor with Everwealth in Tulsa, OK, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wealth Management Advisors, LLC since 2009. Outside of advisory services, he is a licensed insurance producer involved in the sale of non-investment-related insurance products. Everwealth provides investment supervisory services and retirement plan consulting to individual and high-net-worth clients, using a globally diversified approach focused on long-term holdings, asset allocation, and periodic rebalancing primarily with mutual funds and ETFs. The firm also offers ERISA fiduciary retirement plan consulting and maintains affiliations with insurance practices and institutional custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Bruce R

ChFC®, Series 63, Series 65

Tulsa, OK

Everwealth

Bruce Riddle Jr. is a financial advisor at Everwealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to Everwealth, he worked at Wealth Management Advisors, LLC for 20 years. Outside of his advisory role, he is owner and manager of Riddle Financial Group LLC, a health insurance and sales business, and serves as a life insurance agent for MassMutual Financial Group. Everwealth provides investment supervisory services to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm employs a globally diversified investment approach using Dimensional Fund Advisors mutual funds and emphasizes long-term holdings, asset allocation, and periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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