EVANS WEALTH MANAGEMENT

Overview

Evans Wealth Management is an independent registered investment adviser focused on discretionary portfolio management and financial planning for individuals, families and small-business clients. The firm shows a clear preference for equity-based portfolios, using exchange-traded equities as its primary building blocks while layering in separately managed account (SMA) sleeves where appropriate. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements — which supports both ongoing wealth management relationships and project-based planning work. The firm is owned by an individual principal, operates as an LLC, and became SEC-registered in 2026. It does not present itself as a capital allocator and it does not identify as an active ESG investor. Evans Wealth Management positions itself to serve a mix of individual & family and institutional clients, delivering discretionary portfolio management alongside comprehensive financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices