Evans Wealth Management

Overview

Evans Wealth Management is an SEC registered investment adviser based in Duluth, GA, registered since 2013. It reports $111M in assets under management across 532 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$111M

Discretionary

100%

Accounts

532

Average account

$209K

Employees

2

Advisory reps

1

Registered since

2013

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Sam F Evans Managing Member, Chief Compliance Officer CRD 5715560

Advisory reps 1 of 1

• Sam F Evans Investment Adviser Rep CRD 5715560

Location

Headquarters

6340 Sugarloaf Pkwy Ste 200
Duluth, GA 30097

County

Gwinnett

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: evanswealthmanagement.com

Every state, with registration dates

Similar firms near Duluth

• Pfs Investments Inc.Duluth, GA$15.5B AUM
• Cornerstone Management, Inc.Duluth, GA$2.3B AUM
• C.W. O'Conner Wealth Advisors, Inc.Duluth, GA$265M AUM
• Legacy Partner GroupDuluth, GA$85M AUM
• Stanhouse Financial Planning and Management, LLCDuluth, GA$33.3M AUM