RIA Intel›Advisers›Illinois›EVERETT WEALTH SOLUTIONS, INC

EVERETT WEALTH SOLUTIONS, INC

Advisory

FOREST PARK, IL

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in IL

#1,269

of 1,719 advisers by AUM

Average account

$569K

across 69 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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