Evermay Wealth Management, LLC
Evermay Wealth Management, LLC

Evermay Wealth Management, LLC Management Team

Contact top employees from Evermay Wealth Management, LLC

Summary

Evermay Wealth Management, LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Arlington, Virginia, USA. The Evermay Wealth Management, LLC annual revenue is estimated at < 1M. To connect with Evermay Wealth Management, LLC employee register on SignalHire.

Organization Website

evermaywealth.com

Phone Number

703.822.5696

Industries

Headquarters Location

3901 Fairfax Dr, Arlington, Virginia, 22203 US

Employees Size

10-50 employees

Specialties

Individuals and Families, Corporate Executives and Professionals, Entrepreneurs, Women, Life Events, Multiple Generations, Financial Planning, Investment Management, Wealth Management, Family Office, Portfolio Management, Retirement Planning, Estate Planning, Charitable Planning, Registered Investment Advisor, Certified Financial Planner, Chartered Financial Analyst, Donor Advised Funds, Foundations, Endowments, Attorneys, Families, Military

SIC Code

8742

DMA Code

Washington Metropolitan Area

Founded

2009

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1990Sole
Proprietorship
25 - 100 13.1M $0
1982Privately
Held
25 - 100 12.9M $0
-Partnership 25 - 100 9.8M $0
2004- 1 - 25 < 1M $0

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Evermay Wealth Management, LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years20% for 3–4 years15% for 5–7 years15% for 8–10 years30% have over 11 years of service at Evermay Wealth Management, LLC
Contact top employees from Evermay Wealth Management, LLC
William Pitt
President & Co-Founder
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Brian Fyock
Wealth Advisor
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Dana Tomisek
Director of Operations & Client Experience
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Joni Alt
Senior Wealth Advisor
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Andy Sponaugle
Wealth Advisor
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Camille Svitek
Wealth Advisor
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Eric Schaefer
Wealth Advisor, Principal
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Mitchel Schlesinger
Chief Investment Strategist, Senior Portfolio Manager
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Elizabeth Larson
Senior Wealth Advisor & Principal
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Ross Loomis
Director of Research and Trading
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Damon White
Chief Operating Officer and Co-Founder
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Anny Nguyen
Portfolio Manager
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Kris Sumner
Chief Compliance Officer
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Elaine Pugh
Senior Client Relationship Manager
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Mai Ramirez
Information Systems Manager
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Scott Laughlin
Member of the Board of Advisors
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Kassidy Stahl
Client Services Associate
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Eric Dzik
Securities Trader & Senior Client Service Associate
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Eliot Simon
Wealth Advisor
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Sean Rogers
Senior Client Service Associate
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Carrie Malatesta
Senior Client Service Associate
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Graham Fraasa
Associate Wealth Advisor
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Melvin Duran
Wealth Management Intern
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Nikki Wolf
Office Manager
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FAQ

Evermay Wealth Management, LLC operates in the Finance, Portfolio Management industries. More details can be found on the official website: evermaywealth.com.
The headquarters of Evermay Wealth Management, LLC are located in Arlington, United States.
You can contact Evermay Wealth Management, LLC by phone at 703.822.5696.
Evermay Wealth Management, LLC currently employs 10-50 people.
Evermay Wealth Management, LLC's revenue is approximately < 1M.
Well-known competitors of Evermay Wealth Management, LLC include PWJohnson Wealth & Legacy, LLC, Sand Hill Global Advisors, Summit Wealth & Retirement Partners and San Diego Wealth.

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