Luke Michael Salzer
Investment adviser representative at Evermay Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
17 yearsFirm in business
Are you Luke Michael Salzer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Evermay Wealth Management, LLCMar 2026 to now
- T.M. Wealth ManagementDec 2023 to Mar 2026
- Cambridge AssociatesApr 2020 to Nov 2023
- The Vanguard Group, Inc.Jul 2017 to Apr 2020
- University of DelawareJul 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 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
- 6822702
- Firm CRD
- 149230