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Managing Member and Chief Compliance Officer · Evans Wealth Management

Sam F. Evans

CRD 5715560 · Named on Form ADV at one SEC-registered adviser

At a glance

Evans Wealth Management, an SEC-registered wealth manager based in Duluth, GA with $111 million in regulatory assets, lists Sam F. Evans on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Evans Wealth ManagementManaging Member and Chief Compliance OfficerWealth manager · Duluth, GA · $111M in regulatory assets

AtlasMembers

Sam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.