EVANS WEALTH MANAGEMENT
Firm details
- Headquarters
- Gallipolis, Ohio
- CRD number
- 164320
- Registered since
- June 29, 2023
- Website
- www.ewmstanevans.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Evans Wealth Management operates as an independent registered investment advisor, having been established as a limited liability company in 2023. The firm primarily serves individual and family clients, offering a range of services that include financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm does not engage in capital allocation and is not classified as a multi-state adviser. Its fee structure is based on a percentage of assets under management as well as fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Cash & Cash Equivalents20%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1STANLEY EVANS
PrincipalCRD 722071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gallipolis, OH
GALLIA
Location
Gallipolis, OH
Headquartered in Gallipolis, OH, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the Midwest.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- Midwest
- County
- GALLIA
- Address
- 300 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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