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EVERWEALTH
EVERWEALTH is an SEC-registered investment adviser in Tulsa, OK. The firm manages $82 million in assets, $69 million on a discretionary basis.
EVERWEALTH
EVERWEALTH is an SEC-registered investment adviser in Tulsa, OK. The firm manages $82 million in assets, $69 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Everwealth source investment opportunities for its families?
Everwealth aggregates capital from its member families to approach general partners as a single, larger institutional ticket. This pooling structure allows the platform to access fund commitments and direct co-investments from venture capital and private equity managers that would otherwise have minimums exceeding any single family's capacity. Specific GP relationships have not been publicly named by the firm.
Is Everwealth a single-family office or does it serve multiple families?
Everwealth operates as a multi-family office, explicitly designed to serve multiple wealthy families rather than a single fortune. The platform aggregates resources from its member base to collectively access private markets. It does not publicly disclose the number of families it serves or their aggregated net worth.
Does Everwealth invest directly in companies or only through funds?
Everwealth participates in both fund commitments and direct co-investments. The firm channels member capital into venture capital, growth equity, and buyout funds while also pursuing selective direct deals alongside the general partners it works with. The firm has not published a breakdown of its allocation between fund and direct strategies.
What is the minimum commitment required to join Everwealth?
Everwealth has not publicly disclosed a minimum net worth or capital commitment threshold for joining its platform. Multi-family offices of this type typically set entry requirements based on investable assets, but no specific figure has been published by the firm or confirmed through public record.
How does Everwealth make money?
Multi-family office platforms like Everwealth typically charge member families a fee on assets under advisement or a membership retainer, in addition to potential carry or placement fee arrangements on the private market deals they facilitate. Everwealth's exact fee structure has not been disclosed in public materials.
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