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Damon Anthony White

Evermay Wealth Management, LLC

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About Damon Anthony White

Damon Anthony White is a registered Investment Advisor Representative with Evermay Wealth Management, LLC. Damon has been with Evermay Wealth Management, LLC since 2009. Prior to that, Damon was with UNITED BROKERAGE SERVICES, INC in Fairfax, VA. Damon holds Series 7, 24, 27 and 66 licenses. Damon has been in the industry since 2003. Damon specializes in providing investment advisory services to individuals, corporations, and charitable organizations.

Firm Information

Damon White is currently registered with Evermay Wealth Management, LLC. Evermay Wealth Management, LLC is an investment advisor based in Arlington, VA. They offer a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $1,062,573,454 in assets, primarily for high-net-worth individuals, corporations, and charitable organizations. They have 15 investment advisor representatives and 12 investment advisory functions, serving a total of 1,695 accounts.
Evermay Wealth Management, LLC

1776 WILSON BOULEVARD

ARLINGTON, VA 22209

$1.06B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Damon White’s Registration & Firm History

VA

08/13/2013 - Present

Evermay Wealth Management, LLC (ARLINGTON VA)

VA

06/06/2003 - 04/16/2009

UNITED BROKERAGE SERVICES, INC (FAIRFAX VA)

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Licenses & Designations

BOTH

Issued 04/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/16/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Damon Anthony White.
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