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EVANSON ASSET MANAGEMENT, LLC

· CRD 135188 · IAPD ↗ · evansonasset.com · 831-333-2060

$5.91BRegulatory AUM
4Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — EVANSON ASSET MANAGEMENT, LLC (location n/a) left the SEC roster (was $5.91B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
March 2024 — EVANSON ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.