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EVANS WEALTH MANAGEMENT
Legal name: STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320File 801-127743
APPROVED
Retail clients
Filing as of Feb 12, 2024
Feed vintage Oct 1, 2026
Regulatory AUM
$122.0M
Bottom 25% of cohort (national)
Discretionary AUM
$122.0M
Clients
665
665 accounts
Employees
1
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 29, 2023
- Principal office
- 300 SECOND AVENUE, SUITE D, GALLIPOLIS, OH, 45631
- Phone
- 740-446-4200
- Website
- HTTP://WWW.EWMSTANEVANS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $122.0M
- Discretionary AUM
- $122.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 665
- Non-discretionary accounts
- 0
- Total accounts
- 665
- AUM per client
- $183K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 665 | $122.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 1 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 600 | 665 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,000,000 | $122,000,000 | decreased by$28,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 600 | 665 | increased by65 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 515 | 600 | increased by85 |
| Apr 1, 2022 | AUM | $112,000,000 | $150,000,000 | increased by$38,000,000 |
| Apr 1, 2022 | Accounts | 515 | 600 | increased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVANS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVANS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.