Evans Wealth Management

RIASEC RegisteredEst. 2026

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$209K

Accounts

532

Employees

Advisory reps

Firm details

Headquarters: Duluth, Georgia
CRD number: 151640
Registered since: March 19, 2026
Website: evanswealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.71%
Individuals15.17%
Corporations / Businesses6.51%
Pension & Profit Sharing Plans2.61%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Evans Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves both individual and family clients as well as institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an ESG-focused investor, is not structured as a multi-state adviser for regulatory filings, and does not act as a capital allocator or pension consultant.