Evermay Wealth Management, LLC Management Team
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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 | |
|---|---|---|---|---|---|
| 1990 | Sole Proprietorship | 25 - 100 | 13.1M | $0 | |
| 1982 | Privately Held | 25 - 100 | 12.9M | $0 | |
| - | Partnership | 25 - 100 | 9.8M | $0 | |
| 2004 | - | 1 - 25 | < 1M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Length of Employment
Employee tenure at Evermay Wealth Management, LLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year17% for 1–2 years11% for 3–4 years17% for 5–7 years17% for 8–10 years33% have over 11 years of service at Evermay Wealth Management, LLCDiscover More
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Contact top employees from
Evermay Wealth Management, LLC
William Pitt
President & Co-Founder
Brian Fyock
Wealth Advisor
Dana Tomisek
Director of Operations & Client Experience
Andy Sponaugle
Wealth Advisor
Camille Svitek
Wealth Advisor
Eric Schaefer
Wealth Advisor, Principal
Mitchel Schlesinger
Chief Investment Strategist, Senior Portfolio Manager
Elizabeth Larson
Senior Wealth Advisor & Principal
Ross Loomis
Director of Research and Trading
Damon White
Chief Operating Officer and Co-Founder
Anny Nguyen
Portfolio Manager
Kris Sumner
Chief Compliance Officer
Elaine Pugh
Senior Client Relationship Manager
Mai Ramirez
Information Systems Manager
Scott Laughlin
Member of the Board of Advisors
Kassidy Stahl
Client Services Associate
Eliot Simon
Wealth Advisor
Sean Rogers
Senior Client Service Associate
Carrie Malatesta
Senior Client Service Associate
Graham Fraasa
Associate Wealth Advisor
Melvin Duran
Wealth Management Intern
Nikki Wolf
Office Manager
William Nyland
Incoming 2026 Summer Intern
Jane Ani Sheakoski
Senior Manager, Tax Services
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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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