Evidence Wealth, LLC

Evidence Wealth, LLC (CRD# 314767) is a financial advisory firm headquartered in Bryan, TX. They manage $36,403,007 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3851 Corporate Center Drive, Suite 111, Bryan, TX 77802
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $215,402
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Evidence Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Gentry, financial advisor Bryan TX
Matthew L. Gentry
CRD#: 5553364
3851 Corporate Center Drive, Suite 111, Bryan, TX 77802

Matthew Gentry (CRD# 5553364) is an Investment Advisor Representative working at Evidence Wealth, LLC in Bryan, TX and has over 15 years of experience in the finance industry.

2
James Whiddon, financial advisor Bryan TX
James N. Whiddon
CRD#: 1632867
3851 Corporate Center Drive, Suite 111, Bryan, TX 77802

James Whiddon (CRD# 1632867) is an Investment Advisor Representative working at Evidence Wealth, LLC in Bryan, TX and has over 36 years 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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