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EVES&HAINES WEALTH MANAGEMENT
EVES&HAINES WEALTH MANAGEMENT, INC.
CRD 171501
4627 W. 20TH ST RD, SUITE B, GREELEY, CO, 80634, United States
Phone
9706160727
Fax
9706160727
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.6M |
| High net worth individuals | 5 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD