Owen Edward Eldridge

Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2026 → Present
  Evermay Wealth Management, Llc
  Arlington, VA
• 09/2023 → 07/2026
  University Of Amsterdam
  Amsterdam
• 07/2016 → 06/2021
  Saratoga Springs High School
  Saratoga Springs, NY
• 07/2021 → 08/2022
  Times Union
  Saratoga Springs, NY
• 08/2023 → 08/2023
  Trackside Parking
  Saratoga Springs, NY
• 06/2019 → 09/2023
  Self-Employed
  Saratoga Springs, NY
• 07/2024 → 08/2024
  Doordash
  Saratoga Springs, NY
• 01/2025 → 09/2025
  Brandsafway
  Amsterdam

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01
• S66 Uniform Combined State Law Examination
  2026-01-27