RIA Intel›Advisers›Texas›EVIDENCE WEALTH, LLC

EVIDENCE WEALTH, LLC

Advisory

BRYAN, TX

Data as of Apr 24, 2026 · Source: SEC Form ADV

Rank in TX

#1,686

of 2,813 advisers by AUM

Average account

$201K

across 282 accounts

AUM per adviser

$8M

7 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$57M

Discretionary %

100%

Clients

140

Employees

7

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients140

Team

Total Employees7

Investment Advisers7

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

140 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

CROSS FINANCIAL SERVICES CORPORATION

SAN ANTONIO, TX

$57M

+8.9% 1Y

FETTERMAN INVESTMENTS, INC.

DALLAS, TX

$56M

+33.6% 1Y

DISCOVERY MANAGEMENT, LTD.

DALLAS, TX

$56M

-5.8% 1Y

EDK ADVISORY, PLLC

FRISCO, TX

$56M

NAUTICAL STAR FINANCIAL GROUP LLC

LAS COLINAS, TX

$57M

HOUSTON WEALTH ADVISERS, LLC.

HOUSTON, TX

$57M

Get the full picture on EVIDENCE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EVIDENCE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans