DBA: EVANS WEALTH MANAGEMENT
| Total AUM | $111.1M |
| Discretionary | $111.1M100% of AUM |
| Client Accounts | 532 |
| Avg Account Size | $209K |
| Employees | 2 |
| Peak AUM | $111.1MFeb 2026 |
Total AUM
$111M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $111M | — | — | — | — |
| Discretionary AUM | $111M | — | — | ||
| Total AUM | $111.1M |
| Discretionary | $111.1M |
| Employees | 2 |
| Client Accounts | 532 |
| Client Range | 1-10 |
Address
6340 SUGARLOAF PARKWAY
DULUTH GA 30097
Phone
770-828-8303
Filing History
1 ADV Part 1 submissions
Custody
No related registrations reported
— |
| Total Accounts | 532 | — | — | — | — |
| Avg Account Size | $208,781.126 | — | — | — | — |
| Employees | 2 | — | — | — | — |
| AUM / Employee | $56M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $101M | — | — | — | — |
| Institutional AUM | $10M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 36 | — | — | — | — |
| Institutional | 14 | — | — | — | — |
| Individuals | 47 | — | — | — | — |