Eversource Wealth Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 286340
· SEC file 801-119192
· Birmingham, AL
· www.reinholdfinancial.com
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ADV data as of Apr 13, 2026
- Regulatory AUM
- $5.1B
- Discretionary
- $4.9B
- Clients
- 4,338
- Avg AUM / client
- $1.2M
- Accounts
- 13,689
- Employees
- 76
AUM over time
$21.3M
$5.1B
Jun 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,715 | $852M | 16.7% |
| High net worth individuals | 1,540 | $3.0B | 58.6% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 26 | $69.2M | 1.36% |
| Charitable organizations | 12 | $87.3M | 1.71% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 15 | $19.0M | 0.37% |
| Other | 1,030 | $1.1B | 21.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $11.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eversource Capital Access Fund I, Llc feeder | Real Estate Fund | Delaware | $11.1M | 64 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan Starnes Davis Florie Llp | 2024 | |
| Kniesel Auto Collision, Inc. 401(k) Profit Sharing Plan Kniesel Auto Collision, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (81)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Wesson | Chief Executive Officer & Manager | CFP | Apr 2016 (10y) | ≈ 7.5% – 25% via Fhg Ventures Eversource, Llc |
| Murphy, Donald, Wayne | Manager | Apr 2016 (10y) | Less than 5% | |
| Welden, Charles, Victor | Manager | Jun 2017 (9y) | Less than 5% | |
| Phillips, Thomas, Merle | Member | Aug 2017 (9y) | 5% – 10% | |
| Waddell, Glenn, Gerald | General Counsel & Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Rhonda Fields Hitchcock | Chief Operating Officer | Oct 2019 (7y) | Less than 5% | |
| Roush, Lukas, Miller | Manager | Dec 2020 (6y) | Less than 5% | |
| Shank, John, Paul | Manager | Apr 2021 (5y) | Less than 5% | |
| John Robert Burch | Registered representative | CFP | Apr 2019 (7y) | |
| Caleb Michael Bagwell | Registered representative | CFP | Nov 2019 (7y) | |
| Joseph Max Campbell | Registered representative | Nov 2019 (7y) | ||
| Lewis Franklin Jones | Registered representative | Nov 2019 (7y) | ||
| Daniel Tedford Phillips | Registered representative | CFP CFA | Oct 2020 (6y) | |
| Jonathan M Tue | Registered representative | Mar 2021 (5y) | ||
| Jack Parker Morris | Registered representative | Apr 2021 (5y) | ||
| James Miller | Registered representative | CFP | Apr 2021 (5y) | |
| Stephen W Miller | Registered representative | Apr 2021 (5y) | ||
| John Franklin Ashcraft | Registered representative | May 2021 (5y) | ||
| Rachel Lynn Mcdonough | Registered representative | CFP | Aug 2021 (5y) | |
| James Kellett Darlington | Registered representative | CFP | Sep 2021 (5y) | |
| Micky Chamberlain Reeves | Registered representative | CFP | Oct 2021 (5y) | |
| Abigail Marie Casady | Registered representative | CFP | Nov 2021 (5y) | |
| Timothy Lane Lewis | Registered representative | CFP | Apr 2022 (4y) | |
| Endel Nicholas Liias | Registered representative | Sep 2022 (4y) | ||
| Daniel Jay Twogood | Registered representative | Oct 2022 (4y) | ||
| Grant Robert Twogood | Registered representative | CFP | Oct 2022 (4y) | |
| Jordan K Twogood | Registered representative | Oct 2022 (4y) | ||
| Timothy Malcolm Macready | Registered representative | Nov 2022 (4y) | ||
| Paul Thomas Rutkowski | Registered representative | Nov 2022 (4y) | ||
| Osni Ferreira Filho | Registered representative | CFP | Nov 2022 (4y) | |
| Robert Clarkson Collins | Registered representative | Jan 2023 (4y) | ||
| Eric John Reinhold | Registered representative | CFP | Mar 2023 (3y) | |
| Kevin Thomas Grady | Registered representative | CFP | Apr 2023 (3y) | |
| James Allen Vandenheuvel | Registered representative | Jun 2023 (3y) | ||
| Deborah Marie Stouffer | Registered representative | Sep 2023 (3y) | ||
| William Frederic Stevens | Registered representative | Sep 2023 (3y) | ||
| W Ben Fox | Registered representative | Oct 2023 (3y) | ||
| David S Sandhu | Registered representative | Dec 2023 (3y) | ||
| Chase Ivan Boardman | Registered representative | Jan 2024 (3y) | ||
| Tyler Snyder | Registered representative | Mar 2024 (2y) | ||
| Brandi Lyn Lobato | Registered representative | CFP | Mar 2024 (2y) | |
| Ezekiel Joaquin Ortiz Clark | Registered representative | Apr 2024 (2y) | ||
| Samantha Marie Compton | Registered representative | May 2024 (2y) | ||
| Andrew Russell Varnedoe | Registered representative | CFP | Jul 2024 (2y) | |
| David Bernard Curran | Registered representative | Jul 2024 (2y) | ||
| Joseph Schmidt | Registered representative | CFP | Aug 2024 (2y) | |
| Ryan Nelson | Registered representative | Aug 2024 (2y) | ||
| Anthony Scott Doble | Registered representative | Aug 2024 (2y) | ||
| James Andrew Murphy | Registered representative | Sep 2024 (2y) | ||
| Jim Martyn Williams | Registered representative | CFA | Oct 2024 (2y) | |
| Emmett Wesley Mankin | Registered representative | CFP | Oct 2024 (2y) | |
| David Allen Sims | Registered representative | Nov 2024 (2y) | ||
| William Cole Somers | Registered representative | Nov 2024 (2y) | ||
| Ronald Travis Hodge | Registered representative | Jan 2025 (2y) | ||
| Charles Harbin Andrew | Registered representative | Feb 2025 (1y) | ||
| Shawn Robert White | Registered representative | Feb 2025 (1y) | ||
| Tyler J Keuning | Registered representative | Feb 2025 (1y) | ||
| John Arthur Graybill | Registered representative | Feb 2025 (1y) | ||
| Micah Griffith Darlington | Registered representative | CFP | Feb 2025 (1y) | |
| Tucker N Bryan | Registered representative | Apr 2025 (1y) | ||
| Cody W Iller Hobelmann | Registered representative | CFP | May 2025 (1y) | |
| Luke William Martin | Registered representative | May 2025 (1y) | ||
| Bryan John Erickson | Registered representative | Aug 2025 (1y) | ||
| Daniel Joseph Flanagan | Registered representative | CFP | Aug 2025 (1y) | |
| Glenn Edward Frank | Registered representative | Personal Financial Specialist | Aug 2025 (1y) | |
| Myron Hollon Ashby | Registered representative | Aug 2025 (1y) | ||
| Carlos Jacob Poblano | Registered representative | Sep 2025 (1y) | ||
| Kyler David Reinhold | Registered representative | Oct 2025 (1y) | ||
| Keaton Burke | Registered representative | Nov 2025 (1y) | ||
| Easton R Upchurch | Registered representative | Dec 2025 (1y) | ||
| Sergey Molla | Registered representative | Dec 2025 (1y) | ||
| Robert Scott Stamm | Registered representative | CFP | Dec 2025 (1y) | |
| Joseph Allen Simpson | Registered representative | CFP | Jan 2026 (1y) | |
| Andrew Michael Ashton | Registered representative | Jan 2026 (1y) | ||
| Roger Conant Moulton | Registered representative | CFP | Feb 2026 (0y) | |
| Sherrie Johnson Smith | Registered representative | Apr 2026 (0y) | ||
| Nicholas Neal Crawford | Registered representative | Jun 2026 (0y) | ||
| Wesley Thomas Rutkowski | Registered representative | Jun 2026 (0y) | ||
| Erin D Emnett | Registered representative | Jun 2026 (0y) | ||
| Stephen Luke Irving | Registered representative | Jun 2026 (0y) | ||
| William Dee Houser | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fhg Ventures Eversource, Llc | Member | Jan 2017 | A | 10% – 25% |
| Bmss Eversource, Llc | Member | Jan 2017 | A | 10% – 25% |
| Love Thy Neighbor Too | Member | Dec 2020 | A | 10% – 25% |
| Wf Es, Llc | Member | Aug 2017 | A | 5% – 10% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Alan Wesson: 75% – 100% of Fhg Ventures Eversource, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $11.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eversource Capital Access Fund I, Llc | Real Estate Fund | $11.1M | $100K | 64 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Starnes Davis Florie Llp 401(k) Profit Sharing Plan | Starnes Davis Florie Llp | 114 | $65.1M | 01/01/2024 |
| Kniesel Auto Collision, Inc. 401(k) Profit Sharing Plan | Kniesel Auto Collision, Inc. | 424 | $11.7M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.0B (59% of AUM) Apr 2026
- Fidelity Brokerage Services $1.6B (32% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗