EVESTIA FINANCIAL

EVESTIA LLC

CRD 313074 · SEC 801-121180

UT, United States

Phone

801-960-3228

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$33.3M

Discretionary AUM

$13.8M

Team

2 total employees; 2 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (individuals)THIRD-PARTY MODELS TO UNAFFILIATED RIA'S

Type	Clients	AUM
Individuals	24	$2.7M
High net worth individuals	2	$11.1M

Official SEC filing: View on IAPD