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EVESTIA FINANCIAL

· CRD 313074 · IAPD ↗ · evestia.com · 801-960-3228

$33.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — EVESTIA FINANCIAL reported RAUM down 37% ($52.6M -> $33.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — EVESTIA FINANCIAL reported RAUM up 375% ($9.8M -> $46.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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