RIA Intel›Advisers›Colorado›EVES&HAINES WEALTH MANAGEMENT, INC.

EVES&HAINES WEALTH MANAGEMENT, INC.

Advisory

GREELEY, CO

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$243K

across 20 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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LYBIS INVESTING LLC

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CARRIERE FINANCIAL PLANNING LLC

$5M

PYN WEALTH MANAGEMENT LLC

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$5M

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