Brandon David Wolf
Investment adviser representative at Evermay Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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
18 years in the industry.
- Evermay Wealth Management, LLCFeb 2026 to now
- Novotny, Larash, Venters & Wolf LLCJan 2021 to Feb 2026
- Ameriprise Financial Services, LLCJan 2020 to Feb 2026
- Wolf Tax Advisory LLCNov 2019 to Dec 2020
- Baker Tilly Virchow Krause LLPSep 2008 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7210498
- Firm CRD
- 149230