Brent Matthew Pasqua
Investment adviser representative at Evermont Wealth
13 yearsExperience
2 statesRegistered in
$333.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Evermont Wealth, Inc.Jul 2013 to now
- Rpa Insurance ServicesDec 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Evermont Wealth
Legal name: Evermont Wealth, Inc.
$333.9MAssets managed
496Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5880292
- Firm CRD
- 168581