Evans Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Duluth, GA. Its latest Form ADV filing, dated February 17, 2026, reports $111M in regulatory assets under management, 2 employees, 1 office, and 532 accounts.
Assets Under Management
$111M
Employees
2
Offices
1 office
Total Clients
97
Primary office
DULUTH, GA
6340 SUGARLOAF PARKWAY, SUITE 200, DULUTH, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.5% of total clients.
Top client categories% of clientsClients
1
HNWI
48.5%
47
2
Individuals
37.1%
36
3
Corporations
8.2%
8
4
Pension Plans
6.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of February 17, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$111M
Total Accounts532
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.