AdvizorPro

Evidence Wealth, LLC

Evidence Wealth, LLC. CRD 314767

Evidence Wealth, LLC logo

CRD: 314767

Evidence Wealth, LLC

Bryan, TX, 77802
9796909406
www.evidencewealth.com
$56.8M Total AUM
$56.8M Disc. AUM
-- 3Y CAGR
7 Employees
140 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist ยท Fidelity/NFS
Clients
Retail
Platforms
LegacyPioneer +more
Established Date
07-29-2021
Office Locations
1

Office Locations

3851 Corporate Center Drive Suite 111 Bryan TX

About Evidence Wealth, LLC

Evidence Wealth is a boutique RIA offering evidence-based wealth management and financial planning that integrates portfolio design, risk management, and legacy-focused guidance for individuals and families. The firm emphasizes disciplined, research-driven investing grounded in capital market evidence and pairs it with comprehensive planning to reduce unnecessary risk and align goals and values. Custody includes Altruist and Fidelity/NFS.

Team overview

50 AVG AGE
$8.1M AVG AUM / ADVISOR
$405.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
4yrs Firm Age

Insights

Full visibility includes strategy notes for focus summit delta.
See the complete signal summary connected to delta quantum.
See the complete signal summary connected to bridge catalyst.
Request access to benchmark trends tied to summit zenith.
Request access to benchmark trends tied to fusion.
Unlock to see real insight on atlas harbor foundation.
Premium access reveals conviction themes in vector eagle.
Full visibility includes strategy notes for timber horizon.

Asset Classes

Peak bridge Momentum frontier

Custodian

Optima delta Bridge unison Fusion Beacon eagle Alpha

Investment Themes

Focus vital Fusion

Investment Vehicles

Harbor optima Delta

Services

Vital ember Ridge Meridian north Value insight Timber Meridian ridge Vector prime Crest

Technology

Vital ridge Foundation unison Vector

Owner & Executives

JAMES NEAL WHIDDON

JAMES NEAL WHIDDON

Chief Executive Officer, Founder, Manager

CRD
#1632867
Ownership
50% but less than 75%
(573) 529-7767
atlas.focus@unisoncapital.com
in linkedin.com/in/eagle-quantum
Matthew Lewis Gentry

Matthew Lewis Gentry

Chief Compliance Officer, Manager, President

CRD
#5553364
Ownership
Less than 5%
(377) 896-1162
north.beacon@capitalcapital.com
in linkedin.com/in/meridian-radial

Showing 2 of 2 owners & executives

Unlock all

Contacts

J

Jason Thomas Keck

--

CRD
#8256051
(231) 950-5874
vital.unison@matrixcapital.com
in linkedin.com/in/pioneer-foundation
John Taylor Shaw

John Taylor Shaw

Associate Wealth Advisor

CRD
#8161798
(841) 362-2596
prime.radial@alphacapital.com
in linkedin.com/in/legacy-oak
V

Vertex timber

Ridge ember

CRD
#26940
(497) 951-1134
pioneer.ember@vectorcapital.com
in linkedin.com/in/value-value

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,760,443 --
Non-Discretionary $0 --
Total $56,760,443 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $56,760,443

$56.8M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $8,285,570,322 100.0%
Total $8,285,570,322 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform