$111.1M Total AUM
$111.1M Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 10-02-2009
- Office Locations
- 1
Office Locations
6340 Sugarloaf Parkway Suite 200 Duluth GA
About Evans Wealth Management
Evans Wealth Management is a family-owned RIA in Duluth, GA providing personalized wealth management and comprehensive planning for busy individuals and families—especially pre-retirees, business owners, and executives. The team (CFA and Certified Exit Planning credentials) builds portfolios with an asset-allocation and risk-management lens and offers second-opinion reviews plus support for business-sale/exit planning; custody via Schwab.
Team overview
-- AVG AGE
$111.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Vertex peak Pioneer atlas Oak harbor Peak
Client Personas
Unison fusion Ember vertex
Custodian
Summit zenith Timber Summit quantum Wave Prime
Investment Themes
Insight Vertex quantum Ridge north
Investment Vehicles
Eagle element
Platform
Insight matrix Capital
Services
Quantum Optima Signal Alpha Zenith foundation Matrix matrix Unison Foundation Quantum element Foundation frontier
Technology
Catalyst matrix
Owner & Executives
S
SAM F. EVANS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5715560
- Ownership
- 75% or more
(315) 231-6366
capital.matrix@deltacapital.com
in linkedin.com/in/ember-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,071,559 | $208,781 |
| Non-Discretionary | $0 | -- |
| Total | $111,071,559 | $208,781 |
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Separately Managed Accounts
Total SMA Asset: $111,071,559
Equity - Exchange:
29.0% Public Funds:
18.9% U.S. Government/Agency:
17.1% Cash:
23.7% Other:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,001,907,096 | 29.0% |
| Public Funds | $1,304,691,177 | 18.9% |
| U.S. Government/Agency | $1,180,434,874 | 17.1% |
| Cash | $1,636,041,317 | 23.7% |
| Other | $780,053,454 | 11.3% |
| Total | $6,903,127,918 | 100.0% |