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EVANS WEALTH MANAGEMENT

STAN EVANS FINANCIAL PLANNING, LLC

CRD 164320 · SEC 801-127743

Visit website

300 SECOND AVENUE, SUITE D, GALLIPOLIS, OH, 45631, United States

Phone

740-446-4200

Fax

740-446-4230

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.0M

Discretionary AUM

$122.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2024-02-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals665$122.0M

All web addresses on file

Official SEC filing: View on IAPD