Grant Evans Wealth Management, Llc
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ADV data as of Aug 30, 2026
- Regulatory AUM
- $30.3M
- Discretionary
- $30.3M
- Clients
- 106
- Avg AUM / client
- $285K
- Accounts
- 303
- Employees
- 1
AUM over time
$23.5M
$30.3M
Mar 8, 2026
Aug 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $19.6M | 64.7% |
| High net worth individuals | 11 | $10.7M | 35.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grant Alan Evans | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 30, 2026.
View current Form ADV (SEC/IAPD) ↗