# Evermay Wealth Management

Evermay Wealth Management is a Multi Family Office based in Arlington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** 3901 Fairfax Dr, Suite 400, Arlington, VA 22203, United States
- **Founded:** 2008
- **Assets under management:** 1.325B (Altss estimate)
- **Website:** evermaywealth.com
- **LinkedIn:** https://www.linkedin.com/company/evermay-wealth-management-llc

## Regulatory record

- **CRD number:** 149230
- **SEC file number:** 801-70170
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149230

## About

Evermay Wealth Management was established in 2008 by William C. Pitt IV and Damon A. White after they left senior positions at United Bank. The founders created an independent multi-family office focused on families, executives and entrepreneurs in the Washington, D.C. area. The firm manages discretionary and non-discretionary assets through public equity positions including Apple, Microsoft, Amazon, NVIDIA and Alphabet alongside fixed income holdings such as SPDR Portfolio Intermediate Term Treasury ETF and SPDR Portfolio Short Term Treasury ETF. It also maintains exposure to private equity and alternative funds as a limited partner. Geographic activity centers on North America with allocations executed via direct accounts and fund structures. The firm employs 30 professionals and maintains relationships with custodians Charles Schwab and Fidelity plus Orion Advisor Services for reporting. It participates in events including the 2024 Private Wealth West Forum and holds memberships in Barron's Top 100 Independent Advisors and Forbes Best-In-State Wealth Advisors. Philanthropic ties include support for the Community Foundation for Northern Virginia and Life Pieces to Masterpieces. The firm operates without a parent bank or external sponsor, allowing direct control over client mandates and succession through its founder-led structure.

## Sectors

- Financial Services
- Philanthropic / Mission-Related Investing

## People

- William C. Pitt IV — Founder, President
- Damon A. White — Founder, Chief Operating Officer

## Questions

### Who runs investment decisions at Evermay Wealth Management?

William C. Pitt IV serves as founder and president while Damon A. White serves as founder and chief operating officer. Both previously held senior roles at United Bank Wealth Management Group.

### How does Evermay Wealth Management source proprietary deal flow?

The firm sources through its network of Washington, D.C. region families and institutions plus relationships developed during the founders' time at United Bank.

### Does Evermay Wealth Management participate in fund commitments or only direct deals?

The firm holds positions in private equity and alternative investment funds as a limited partner through client accounts while also maintaining direct public equity holdings.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/evermay-wealth-management-llc

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