Everspire
19yrs
Top advisor by experience at Everspire
Everspire
Midvale, UT. Legal name: Aegis Wealth Group, LLC
About the firm
A registered investment advisory firm based in Midvale, Utah. It manages about $248 million for roughly 803 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Other fees
Typical client size ?$305,277
Assets under management ?$248 million
Individual clients803
Median years of experience10
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Advisors at Everspire
16Advisors
10Median years of experience
4States with offices
1Offices
Also known as
Aegis Wealth Group, LLC · Wahl, Steven P · Synchrony Wealth Management · Everspire Wrap FEE Program · Everspire SMA · Everspire Portfolios · Everspire IIP · Everspire Direct · Everspire 401k · Essentialssix Portfolios · E6 Portfolios
About Everspire
How do I contact Everspire?
Call the main office at (801) 545-8706. The main office is at 6900 South 900 East Suite 200, Midvale, UT 84047.
How is Everspire paid?
The firm reports being paid by a percentage of the assets they manage, other fees. Ask for your total yearly cost in dollars.
What services does Everspire offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Everspire?
We list 16 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.