RIA IntelAdvisersMississippiEVERSIGHT WEALTH LLC

EVERSIGHT WEALTH LLC

Advisory

MS

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MS
#47
of 60 advisers by AUM
Average account
$990K
across 104 accounts
AUM per adviser
$103M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$103M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$103M
Discretionary AUM$68M
Non-Discretionary AUM$35M
Discretionary %66.3%
Total Clients37
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

NEWSONG CAPITAL MANAGEMENT, INC.
HATTIESBURG, MS
$100M
BLACKSUMMIT FINANCIAL GROUP, INC.
$98M
-61.9% 1Y
GRANTHAM POOLE ADVISORS, LLC
RIDGELAND, MS
$90M
BERGLAND WEALTH MANAGEMENT, INC.
RIDGELAND, MS
$87M
ABRIDGE PARTNERS, LLC
JACKSON, MS
$124M
-52.9% 1Y
GUARANTY PRIVATE WEALTH, LLC
RIDGELAND, MS
$81M

Get the full picture on EVERSIGHT WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EVERSIGHT WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans