RIA Intel›Advisers›Florida›EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT, INC.

Advisory

N·JACKSONVILLE, FL

Data as of Aug 15, 2017 · Source: SEC Form ADV

Total AUM

$118M

1-Year AUM Growth

-10.8%

3-Year CAGR

-18.1%

Employees

18

Assets Under Management

Total AUM$118M

Discretionary AUM$36M

Non-Discretionary AUM$82M

Discretionary %30.5%

Total Clients—

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingOct 29, 2010

Latest FilingAug 15, 2017

🔒 Full AUM trend chart and 28 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVERBANK WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.