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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

EVERTERN WEALTH, LLC

CRD 340830

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc027e52-845b-c036-62fb-987967076e9b

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2026 to Sep 2, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=2.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $313Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,153
Individual clients: 60
High net worth clients: 173
Custody, client assets: $248M
SEC number: 801-135576
CRD: 340830
Filings on the tape: 4
First filed: Mar 31, 2026
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, DE
Website: everternwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
MICHAEL JAMES LUNDON	n/a	Naples, FL	28	1	yes
JASON ERIK STEPHENS	Certified Financial Planner	Naples, FL	28	3	yes
TYLER STEPHENS	n/a	NAPLES, FL	10	1	no
MICHAEL HODGES HEISER	Chartered Financial Analyst	NAPLES, FL	10	1	no
Brett Jordan Schumbacker	n/a	Sarasota, FL \| NAPLES, FL	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LUNDON, MICHAEL, JAMES	MANAGING PARTNER / CHIEF COMPLIANCE OFFICER	B	yes	03/2026	Sep 2, 2026	Sep 2, 2026
STEPHENS, JASON, ERIK	MANAGING PARTNER	E	yes	03/2026	Sep 2, 2026	Sep 2, 2026
DYNASTY FINANCIAL PARTNERS, LLC	Owner	A	no	04/2026	Sep 2, 2026	Sep 2, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$0	$0	10	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	0	5	0.0%	3	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	n/a	n/a	n/a	n/a	12	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	5	Apr 10, 2026	Aug 20, 2026	NAPLES, FL	Team lift out	Wirehouse to new firm	0.1%

Relationships

Owns (1)

← DYNASTY FINANCIAL PARTNERS, LLCOwnerOWNER, ownership code A, domestic entity
Sep 2, 2026 to presentfactForm ADV

Controls (2)

← STEPHENS, JASON, ERIKOwnerMANAGING PARTNER, ownership code E, individual
Sep 2, 2026 to presentfactForm ADV
← LUNDON, MICHAEL, JAMESOwnerMANAGING PARTNER / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Sep 2, 2026 to presentfactForm ADV

Registered with (5)

← Brett Jordan SchumbackerAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← MICHAEL HODGES HEISERAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← TYLER STEPHENSAdvisorregistration: current employment
Jul 23, 2026 to presentfactForm ADV
← MICHAEL JAMES LUNDONAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← JASON ERIK STEPHENSAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser5 advisors, team lift out
Apr 10, 2026 to Aug 20, 2026factForm ADV

Dated events

Occurred
Apr 10, 2026
Team lift-out
5 advisors left UBS Financial Services Inc. (Naples, FL) for Evertern Wealth, LLC within 14 days
Form ADVobserved 5 days ago
5 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc027e52-845b-c036-62fb-987967076e9b
First observed: Mar 31, 2026
Last observed: Sep 2, 2026 18 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVERTERN WEALTH, LLC

CRD 340830

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc027e52-845b-c036-62fb-987967076e9b

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAMES LUNDON

n/a

Naples, FL

yes

JASON ERIK STEPHENS

Certified Financial Planner

Naples, FL

yes

TYLER STEPHENS

n/a

NAPLES, FL

MICHAEL HODGES HEISER

Chartered Financial Analyst

NAPLES, FL

Brett Jordan Schumbacker

n/a

Sarasota, FL | NAPLES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LUNDON, MICHAEL, JAMES

MANAGING PARTNER / CHIEF COMPLIANCE OFFICER

yes

03/2026

Sep 2, 2026

STEPHENS, JASON, ERIK

MANAGING PARTNER

yes

03/2026

Sep 2, 2026

DYNASTY FINANCIAL PARTNERS, LLC

Owner

04/2026

Sep 2, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Apr 10, 2026

Aug 20, 2026

NAPLES, FL

Team lift out

Wirehouse to new firm

0.1%