# Evermay Wealth Management, LLC — A Richer Life

> Secure financial dashboard with reports, document vault, and budgeting tools. (iPhone/iPad app by Evermay Wealth Management.)

- Source: https://appshunter.io/ios/app/evermay-wealth-management-llc/id6670618633 (this page in markdown: same URL + `.md`)
- Developer: [Evermay Wealth Management](https://appshunter.io/developer/1464600256)
- Category: Finance, Education
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 43 MB
- Languages: American English
- Released: 2024-10-03
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/evermay-wealth-management-llc/id6670618633/reviews.md

## What is Evermay Wealth Management, LLC?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Complete financial picture


## Frequently asked questions about Evermay Wealth Management, LLC

### What is Evermay Wealth Management?

Evermay Wealth Management is a free mobile application designed to provide users with an intuitive financial dashboard, document vault, interactive reports, and budgeting tools for managing their finances securely.

### Is Evermay Wealth Management secure?

Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor.

### What devices does Evermay Wealth Management support?

Evermay Wealth Management is available for iPhone, iPad, and iPod devices.

### How often is Evermay Wealth Management updated?

The latest version is 14.0.0, and the app was last updated on January 25, 2026, indicating regular updates to ensure functionality and security.

### What are the key features of Evermay Wealth Management?

Key features include an interactive dashboard for your complete financial picture, dynamic reports with current investment information, and a secure document vault for communication with your financial advisor.

### What is the age rating for Evermay Wealth Management?

Evermay Wealth Management has an age rating of 4+, making it suitable for a wide range of users.

### Does Evermay Wealth Management have ads?

No, the application does not contain advertisements.

### What is the user rating for Evermay Wealth Management?

Evermay Wealth Management has a perfect rating of 5.0 stars based on 1 review.

## Version history (last 5 releases)

### 21.0.0 — 2026-08-20

Bug fixes and enhancements

### 14.0.0 — 2026-01-25

Bug fixes and enhancements

### 10.4.0 — 2025-11-22

Bug fixes and enhancements

### 10.3.0 — 2025-11-11

Bug fixes and enhancements

### 7.4.0 — 2025-10-26

Bug fixes and enhancements

## Apps similar to Evermay Wealth Management, LLC

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Cedrus: Wealth Tracker](https://appshunter.io/ios/app/cedrus-wealth-tracker/id6761988488) | — | Free | Finance |
| [Dechtman Wealth Management](https://appshunter.io/ios/app/dechtman-wealth-management/id1589477213) | — | Free | Finance |
| [Holdfast Wealth Management](https://appshunter.io/ios/app/holdfast-wealth-management/id6502522483) | — | Free | Finance |
| [Sparrow Advisors](https://appshunter.io/ios/app/sparrow-advisors/id6557028256) | 5.0 (2) | Free | Finance |
| [Motive Wealth](https://appshunter.io/ios/app/motive-wealth/id6504261808) | 5.0 (2) | Free | Finance |
| [Curi RMB Capital Client Portal](https://appshunter.io/ios/app/curi-rmb-capital-client-portal/id6474686756) | 3.7 (3) | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*