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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2014
- Office Locations
- 1
Office Locations
About Eves&haines Wealth Management
Eves & Haines Wealth Management is a Greeley, CO fiduciary RIA providing full-service financial planning and fee-based portfolio management, with a retirement-first focus. Services include retirement planning, portfolio design, income optimization, tax strategies, and life insurance. The firm emphasizes tax-advantaged approaches, liquidity/market-protection positioning, and alternative solutions; public filings indicate an ETF-centric SMA mix and custody at Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JESSE DAVIS EVES
Founder, President, TREASURER
- CRD
- #6166555
- Ownership
- 50% but less than 75%
GLENDA SUE HAINES
Founder, Secretary
- CRD
- #6336804
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,862,154 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,862,154 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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