Evertern Wealth, LLC

Who works here

• BS
  Brett Jordan Schumbacker
• JS
  Jason Erik Stephens
• MH
  Michael Hodges Heiser
• ML
  Michael James Lundon
• TS
  Tyler Stephens

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Evertern Wealth, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

340830