Eversource Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Eversource Wealth Advisors, LLC

Birmingham, AL Website LinkedIn

AUM

$5.1B
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

—

Employees

76

Last Form D raise

—

From SEC Form ADV filing (filed Sep 25, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

D
Daniel Phillips
Chief Investment Officer
Source: SEC Form ADV
M
Mark Wesson
Chief Executive Officer & Manager
Source: SEC Form ADV
T
Thomas Phillips
Member
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Eversource Capital Access Fund I, LLCReal Estate$9.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
286340
SEC file number
801-119192

Sources