EVANS WEALTH MANAGEMENT

Company Profile

As of Date 02/17/2026
ADV Location United States, OH
Websites
AUM* 233,071,559 -2%
of that, discretionary 233,071,559 84%
Number of Employees 3 50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 194,713 -2%
High Net Worth 6.17% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

251M 215M 179M 143M 108M 72M 36M
2021 2022 2023 2024 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM