firm profile
Eversource Wealth Advisors, LLC
Overview
Eversource Wealth Advisors, LLC is an SEC registered investment adviser based in Birmingham, AL, registered since 2017. It reports $5.1B in assets under management across 13,689 accounts, with 76 employees. It has 75 investment adviser representatives.
- Reported AUM
- $5.1B
- Discretionary
- 96%
- Accounts
- 13,689
- Average account
- $372K
- Employees
- 76
- Advisory reps
- 75
- Registered since
- 2017
- Jurisdictions
- 42
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Mark Alan Wesson Chief Executive Officer, Manager CRD 2870801
- Glenn Gerald Waddell General Counsel, Chief Compliance Officer CRD 6868795
- Rhonda Fields Hitchcock Chief Operating Officer CRD 7192299
5 more executive officers, with direct contact details
Advisory reps 3 of 75
- Charles H Andrew III Insurance Agent · Investment Adviser Rep CRD 6561437
- Myron Hollon Ashby Investment Adviser Rep CRD 3067772
- John Franklin Ashcraft Investment Adviser Rep CRD 7362508
72 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3500 Colonnade Pkwy Ste 150
Birmingham, AL 35243 - County
- Jefferson
- Metro area
- Birmingham-Hoover, AL
- Region
- South
Registrations
- SEC registered
- Registered in 42 jurisdictions
- Website: reinholdfinancial.com
Every state, with registration dates
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