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Home > Retirement Planners > ohio > gallipolis > EVANS WEALTH MANAGEMENT
EVANS WEALTH MANAGEMENT
300 Second Avenue
Suite D
Gallipolis, Ohio 45631
Tel: 740-446-4200
About EVANS WEALTH MANAGEMENT
EVANS WEALTH MANAGEMENT, formally registered with the SEC as EVANS WEALTH MANAGEMENT. The firm was established in 06/29/2023. They have over 1 offices throughout the country.
EVANS WEALTH MANAGEMENT is a Gallipolis, Ohio based Financial Planning firm with nearly $122,000,000 assets under management, offering retirement planning & investment advisory services to 665 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164320 |
| SEC# | 801-127743 |
| Assets Managed by Firm | $122,000,000 |
| No. of Clients | 665 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 665 | $122,000,000 |
| Individuals (other than high net worth individuals) | 665 | $122,000,000 |
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