A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 15, 2026The Morning Brief →Sign in
firm

Evertern Wealth

NAPLES, FL
CRD: 340830
In network coverage since August 18, 2026 · 4 stories
$1.6BRegulatory AUMSEC Form ADV · Oct 10
12EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 22 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Jason Stephens
Aug 17 · from UBS
Departures
None tracked.
Network coverage
practice

Evertern Wealth sends advisors to meet clients as seasonal stays lengthen

The Naples firm says clients split the year across several states and weeks abroad, and it reported $1.6 billion in regulatory assets across 1,153 accounts.
The Close · Oct 15Evertern Wealth sends partners to multi-state families
The Close · Oct 1Advisors start retirement cash-flow work years before a business sale
Moves · Aug 18Two UBS veterans launch Naples RIA after two-and-a-half-year process
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.