# EVEROAK WEALTH CO

EVEROAK WEALTH CO is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser

## Regulatory record

- **CRD number:** 344190
- **SEC file number:** 801-137412
- **Registration status:** Registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-10-02

## About

EVEROAK WEALTH CO was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-02, it reported 11 employees; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

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Updated: 2026-10-24T21:05:23Z

Canonical page: https://altss.com/profile/everoak-wealth-co

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