WEALTH MANAGERS

What WEALTH MANAGERS does

Wealth Managers LLC is a privately-held, founder-operated wealth management practice led by Shawn Everett, structured as an independent solo advisory firm. The company delivers personalized financial planning and investment advisory services to high-net-worth individuals, successful families, business owners, and individuals navigating major life transitions, with stated emphasis on retirement planning, investment portfolios, tax strategy, estate coordination, and insurance solutions, alongside a dedicated business owner offering covering exit, succession, liquidity, and tax planning. Advisory services are technically delivered through Regal Investment Advisors, LLC, an SEC-registered investment adviser, and securities execution and custody are provided through Regulus Financial Group, LLC, a FINRA/SIPC member; Wealth Managers LLC operates as an independent practice with respect to both affiliated entities.

The revenue model is recurring AUM-based advisory fees (with potential planning fees) generated through the partner RIA, and the go-to-market is a relationship-led, consultative motion built on personal referrals, direct outreach, and a small digital footprint (website, LinkedIn, Facebook) supported by a downloadable planning guide and consultation-request CTAs. There is no proprietary technology platform, no AI/ML tooling, no disclosed headcount beyond the principal, and no external capital or institutional ownership; the firm is entirely bootstrapped, with the business's continuity and client retention structurally tied to a single advisor.

Name

WEALTH MANAGERS

Legal name

Wealth Managers LLC

Website

https://wealthmanagersllc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Managers LLC is a solo, independent wealth management practice led by founder Shawn Everett, delivering personalized financial planning, investment advisory, and business-owner services to high-net-worth families and entrepreneurs, operating through partner RIA Regal Investment Advisors and broker-dealer Regulus Financial Group.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Estate coordination
• Business succession planning

Headquarters

HQ city

Estero

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management & Advisory Fees: Revenue generated through SEC Registered Investment Advisor Regal Investment Advisors, LLC. Securities services provided through Regulus Financial Group, LLC. Fee structure likely includes AUM-based advisory fees and potentially hourly or fixed-fee planning engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Wealth Managers LLC is a solo financial advisory practice led by Shawn Everett that delivers personalized wealth management and financial planning services to individuals, families, and business owners. Core offerings span retirement planning, investment portfolio construction, tax strategy, estate coordination, and insurance solutions, plus a dedicated business owner track covering exit and succession planning, liquidity and risk management, compensation planning, and family business continuity. Advisory services are executed through a three-step process (Understand, Strategize, Execute and Adapt), with securities and RIA services delivered via partner firms Regulus Financial Group, LLC and Regal Investment Advisors, LLC.

Product overview

Wealth Managers LLC is a wealth management practice led by Shawn Everett offering personalized financial planning services through two primary service lines: Personal Wealth Management (retirement planning, investment portfolios, tax strategy, estate coordination, and insurance) and Business Owner Solutions (exit planning, succession planning, risk management, and business tax efficiency). Services are delivered through a three-step advisory process (Understand, Strategize, Execute and Adapt) and include a downloadable financial planning guide as a client acquisition resource.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Wealth Management
• Business Owner Solutions

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Mariner Wealth Advisors: Independent RIA providing comprehensive wealth advisory, tax, estate, and business-owner services to HNW families and business owners. Comparable offering targeting the same persona (business owners, families in transition) and full-service planning approach, but at national scale.
• Buckingham Strategic Wealth: Independent RIA providing evidence-based financial planning and investment management to HNW individuals and families. Comparable in the full-service, planning-led, fee-only RIA model, but serving clients nationally through a larger advisor team.
• Hightower Advisors: National RIA platform supporting independent advisors who serve HNW clients with comprehensive wealth planning. Comparable as a fee-based, planning-led RIA serving business owners and families, but operating as a multi-advisor platform rather than a solo practice.
• Focus Financial Partners: Partnership model for independent RIAs, providing capital, compliance, and back-office support to wealth management firms. Comparable as an enabler of independent RIA practices, though Focus is a multi-billion-dollar aggregator rather than a single advisory firm.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting independent advisors serving HNW and business-owner clients. Comparable as a partner/affiliation channel for independent advisors, though operating as a large national support platform.
• Edelman Financial Engines: National RIA providing comprehensive financial planning, investment management, and retirement planning to HNW and mass-affluent clients. Comparable in offering a full-service, planning-led wealth management model, but at institutional scale and with much broader geographic reach.
• Carson Group: National RIA platform supporting independent advisors with practice management, technology, and compliance infrastructure. Comparable partnership/affiliation model for independent advisors, though operating at much larger scale with multiple affiliated firms.
• Sanctuary Wealth: Independent RIA platform supporting breakaway and established advisors with compliance, custody, and operations infrastructure. Comparable partnership/affiliation model, providing independent HNW advisors with institutional-grade infrastructure.
• Fisher Investments: Large independent RIA serving high-net-worth individuals and families with portfolio management and wealth planning. Comparable as a fee-based, independent wealth manager targeting HNW households, but operating at vastly greater scale than Wealth Managers LLC.

Emerging players

• Facet Wealth: Tech-enabled RIA providing comprehensive financial planning and investment management to HNW clients through a hybrid digital-plus-advisor model. Comparable as a modern RIA serving HNW clients with full-service planning, with a materially different digital-first delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wealthmanagersllc
• LinkedInlinkedin.com/in/shawn-c-everett-8690a2137

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WEALTH MANAGERS