EVIDENCE WEALTH, LLC
Firm details
- Headquarters
- BRYAN, Texas
- CRD number
- 314767
- Website
- www.evidencewealth.com
- Custodians
- ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.09%
- HNWI42.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evidence Wealth, LLC is an independent registered investment adviser organized as a limited liability company that works primarily with individual and family clients and small-business relationships. Its service mix centers on financial planning and discretionary portfolio management. The firm charges a combination of asset-based fees along with hourly and fixed-fee arrangements. Evidence Wealth is not positioned as a capital allocator and does not market itself as an ESG-focused adviser or a multi-state advisory platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1JAMES WHIDDON
Co-Founder & CEOCRD 1632867
Contacts
3 of 6John Shaw
Associate Wealth AdvisorCRD 8161798
Jason Keck
Associate Wealth AdvisorCRD 8256051
Dalton Smith
Investment Adviser RepresentativeCRD 7962161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRYAN, TX
BRAZOS
Location
BRYAN, TX
Headquartered in BRYAN, TX, in the South of the United States.
- Region
- South
- County
- BRAZOS
- Address
- 3851 Corporate Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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