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EVANS WEALTH MANAGEMENT
GOLDEN YEARS ADVISORY, LLC
CRD 151640 · SEC 801-135590
6340 SUGARLOAF PARKWAY, SUITE 200, DULUTH, GA, 30097, United States
Phone
770-828-8303
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.1M
Discretionary AUM
$111.1M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.9M |
| High net worth individuals | 47 | $84.1M |
| Pension/profit sharing plans | 6 | $2.9M |
| Corporations/business entities | 8 | $7.2M |
States served
GA, TX
All web addresses on file
Official SEC filing: View on IAPD