Evans Wealth Management

Evans Wealth Management (CRD# 151640) is a financial advisory firm headquartered in Duluth, GA. They manage $79,395,789 in 445 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097
http://www.evanswealthmanagement.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $178,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Evans Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Sam Evans, financial advisor Duluth GA
Sam F. Evans
CRD#: 5715560
6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097

Sam Evans (CRD# 5715560) is an Investment Advisor Representative working at Evans Wealth Management in Duluth, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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