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Item 1: Cover PageEvermay Wealth Management, LLC Part 2A of Form ADV Firm Brochure1776 Wilson Boulevard Suite 520 Arlington, VA 22209 Phone: (703) 8225696 www.evermaywealth.com September 15, 2020This

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How to fill out form adv part 2a

01

To fill out Form ADV Part 2A, follow these steps:

02

Start by providing general information about your firm, such as its name, address, and contact details.

03

Indicate whether your firm is an individual or an organization and provide relevant details.

04

Include information about the ownership of your firm, including any parent companies or subsidiaries.

05

Describe the types of clients your firm serves and the services you offer.

06

Disclose any material relationships or conflicts of interest that may exist.

07

Outline the qualifications and background of your firm's key personnel.

08

Provide information about your fee structure and any potential conflicts of interest related to compensation.

09

Detail your firm's disciplinary history, if applicable.

10

Attach any additional required documents, such as brochures or client agreements.

11

Review the completed form for accuracy and make any necessary corrections.

12

Sign and date the form.

13

Submit the form to the appropriate regulatory authority.

Who needs form adv part 2a?

01

Form ADV Part 2A is required for investment advisers registered with the Securities and Exchange Commission (SEC) and certain state securities authorities.

02

These advisers must provide this form to their clients as a disclosure document that outlines key information about the adviser's business practices, fees, and potential conflicts of interest.

03

It helps investors make informed decisions about whether to engage the services of a particular investment adviser.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information about an investment adviser's business practices, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2a?

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment adviser to help them make informed decisions.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires information about an investment adviser's services, fees, disciplinary history, conflicts of interest, and other relevant information.

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