Overview
Assets Under Management: $111 million
Headquarters: DULUTH, GA
High-Net-Worth Clients: 47
Average Client Assets: $1.8 million
Frequently Asked Questions
EVANS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151640), EVANS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
EVANS WEALTH MANAGEMENT is headquartered in DULUTH, GA.
EVANS WEALTH MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, EVANS WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
EVANS WEALTH MANAGEMENT manages $111 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, EVANS WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.71%
Average Client Assets: $1.8 million
Total Client Accounts: 532
Discretionary Accounts: 532
Regulatory Filings
CRD Number: 151640
Filing ID: 2051072
Last Filing Date: 2026-02-17 10:57:20