Evans Wealth Management

Overview

Evans Wealth Management is an independent, SEC-registered registered investment adviser formed as a limited liability company and owned by an individual. The firm registered with the SEC in 2023 and serves primarily individual and family clients. Core services include financial planning and discretionary portfolio management for individuals and small businesses; the firm also produces periodic publications and runs educational seminars and workshops. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. Evans does not self-identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices