What amount sold does EverSource Wealth Advisors, LLC report in Form D filings?

The latest linked filings report $4.4M sold across 3 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was EverSource Wealth Advisors, LLC's most recent SEC filing?

EverSource Wealth Advisors, LLC's most recent Form D filing was on 2021-01-05.

How many investors does EverSource Wealth Advisors, LLC have?

The most recent Form D filing lists 1 investor(s).

What type of securities does EverSource Wealth Advisors, LLC offer?

EverSource Wealth Advisors, LLC's SEC Form D filings indicate equity offerings.

EverSource Wealth Advisors, LLC

CIK: 0001710537·Investing·BIRMINGHAM, AL·Limited Liability Company·Founded 2017

Reported Sold

$4,449,967

Total Filings

Identified Offerings

Last Filed

Jan 5, 2021

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Investing industry

SEC EDGAR

Offering filing timeline

Jan 5, 2021Form D — New notice

Reported sold: $1,999,967 · Target: $2,499,063

Rule 506(b)·1 investor

Jan 31, 2018Form D — New notice

Reported sold: $50,000 · Target: $50,000

Rule 506(b)·1 investor

Aug 30, 2017Form D — New notice

Reported sold: $2,400,000 · Target: $3,000,000

Rule 506(b)·11 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 3 identified offerings

$4,449,967

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Mark A. Wesson

Related Person

Appears on 3 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 5, 2021	New	$2,499,063	$1,999,967	1
Jan 31, 2018	New	$50,000	$50,000	1
Aug 30, 2017	New	$3,000,000	$2,400,000	11

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Brookline SPV, LLC - Series G

Investing

Offering target: $3,385,000

Filed Aug 13, 2026