STAN EVANS FINANCIAL PLANNING, LLC
Legal name: EVANS WEALTH MANAGEMENT
CRD #164320 SEC #801-127743 GALLIPOLIS, OH 740-446-4200
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
1
Clients
1
Accounts
665
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $122M | $122M | $0 | 1 | 0 |
| Jun 2023 | $126.8M | $126.8M | $0 | 2 | 0 |
| Jun 2023 | $126.8M | $126.8M | $0 | 2 | 0 |
| Jun 2023 | $126.8M | $126.8M | $0 | 2 | 0 |
| Jun 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| May 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| May 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| May 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| May 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| May 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| Apr 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| Apr 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| Mar 2023 | $124.3M | $124.3M | $0 | 2 | 0 |
| Jan 2023 | $124.3M | $124.3M | $0 | 3 | 0 |
| Mar 2022 | $150M | $150M | $0 | 3 | 0 |
| Apr 2021 | $112M | $112M | $0 | 2 | 0 |
| Jan 2021 | $112M | $112M | $0 | 2 | 0 |
DateFeb 2024
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0