Evans Wealth Management
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds21%
- US Government Bonds17%
- Cash & Cash Equivalents5%
- Other1%
Contacts
1 of 1
Sam Evans
Wealth AdvisorCRD 5715560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Duluth, GA
Gwinnett
Location
Duluth, GA
Headquartered in Duluth, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 6340 Sugarloaf Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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