DBA: EVESTIA FINANCIAL
| Total AUM | $33.3M |
| Discretionary | $13.8M41% of AUM |
| Non-Discretionary | $19.6M |
| Client Accounts | 343 |
| Avg Account Size | $97K |
| Employees | 2 |
| Peak AUM | $52.6MMar 2025 |
Total AUM
$33M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $33M | 36.7% | +50.5% | — | |
| Discretionary AUM | $14M | ||||
| Total AUM | $33.3M |
| Discretionary | $13.8M |
| Employees | 2 |
| Client Accounts | 343 |
Phone
801-960-3228
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$14M
41.3% of AUM
Non-Discretionary
$20M
58.7% of AUM
Disc. mix ▼ 58.7pp vs 1 year ago
No related registrations reported
| 73.8% |
| +12.1% |
| — |
| Non-Disc. AUM | $20M | — | — | — |
| Total Accounts | 343 | +105.4% | +167.0% | — |
| Avg Account Size | $97,187.977 | 69.2% | 43.6% | — |
| Employees | 2 | 33.3% | 12.6% | 0.0% |
| AUM / Employee | $17M | 5.0% | +72.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $14M | 62.6% | +70.9% | — | |
| Other AUM | $20M | +28.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 24 | +14.3% | +14.5% | — | |
| Individuals | 2 | 0.0% | +26.0% | — | |