# Everspire Everspire is a Multi Family Office based in Midvale, United States. ## Overview - **Organization type:** Multi Family Office - **Headquarters:** Midvale, United States - **Region:** North America - **Address:** Midvale, UT, United States - **Founded:** 2006 - **Assets under management:** Undisclosed - **Website:** everspire.com - **LinkedIn:** https://www.linkedin.com/company/everspire ## Regulatory record - **CRD number:** 222515 - **SEC file number:** 801-116983 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/222515 ## About Everspire was established in 2005 in Midvale, Utah, as a wealth management practice anchored in the Intermountain West. The firm's advisory model targets individuals, families, and businesses navigating concentrated financial events — business exits, inheritance transfers, real estate liquidations — and channels that capital into managed investment strategies. The founding team built the practice around a financial planning core rather than a product-distribution engine, a distinction that shapes the client relationship to this day. The firm manages assets on a discretionary basis across public equity, fixed income, and alternative allocation sleeves, with a service model that integrates tax-aware portfolio construction and retirement-income planning. Everspire's geographic footprint concentrates on the Wasatch Front — Salt Lake City, Provo, and Ogden corridors — though it serves families across the Mountain States. The practice emphasizes direct-client advisory relationships without intermediary platforms, maintaining portfolio custody through institutional third-party arrangements. Everspire operates as a lean registered investment advisor with a professional team serving a concentrated book of high-net-worth families. The firm's Midvale headquarters sits in a region that has produced significant technology and direct-sales wealth over the past two decades, providing a natural client pipeline. Adjacent planning services encompass estate coordination, charitable giving structures, and multi-generational wealth education. Everspire's structural differentiator lies in its windfall-specialist posture — the firm is architected to receive one-time liquidity events rather than accumulate mass-affluent households through practice acquisition. This shapes portfolio construction toward capital preservation and income generation rather than accumulation-phase growth mandates, a profile that distinguishes it from conventional wirehouse teams. ## Questions ### What type of clients does Everspire primarily serve? Everspire structures its advisory practice around individuals, families, and businesses experiencing concentrated financial events — business sales, inheritance transfers, or real estate liquidations. The firm's service model targets high-net-worth clients in the Intermountain West, particularly along Utah's Wasatch Front. This sets it apart from advisors who build their books through mass-affluent accumulation strategies. ### Does Everspire manage assets on a discretionary basis? Yes, Everspire operates as a registered investment advisor and manages client portfolios on a discretionary basis. The firm constructs allocations across public equity, fixed income, and alternative investments, with institutional third-party custodians holding the underlying assets. Tax-aware portfolio construction is integrated into the standard advisory mandate. ### What is Everspire's geographic footprint? Everspire is headquartered in Midvale, Utah, and focuses its client practice on the Wasatch Front corridor — spanning Salt Lake City, Provo, and Ogden. The firm also serves families and individuals across the broader Mountain States region. The Utah market has generated substantial technology and direct-sales wealth over the past two decades, providing a natural client base. ### How does Everspire handle custody of client assets? Everspire does not hold client assets directly; the firm uses institutional third-party custodians to maintain custody and provide trade execution services. Clients receive independent account statements from the custodian alongside Everspire's performance reporting. This separation between advisory management and asset custody is standard practice for registered investment advisors and provides a layer of operational safety. ## Related profiles - [EverSource Wealth Advisors](https://altss.com/profile/eversource-wealth-advisors) - [Evestia Financial](https://altss.com/profile/evestia-financial) --- Last updated: 2026-07-08T21:53:50.721Z Canonical page: https://altss.com/profile/everspire Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology