|
⚲
|
| Evestia LLC
✚
|
|
|---|---|
| CRD # | 313074 |
| SEC # | 801-121180 |
| CIK # | |
| AUM | $9.8 MM (2023-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 801-960-3228 |
| Address | 2975 W Executive Pkwy Lehi, UT 84043 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 2.2 |
| (b) Individuals (high net worth individuals) | 1 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 9.8 |
| By Discretionary | ||
| Discretionary | 18 | 9.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 18 | 9.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
|
Taylor Strategic Wealth Management LLC
✚
|
CA | 0.0 |
|
Brightstone Capital Management LLC
✚
|
0.0 | |
|
1062611 Ontario Limited
✚
|
0.0 | |
|
LotusDew Wealth and Investment Advisors Private Limited
✚
|
0.0 | |
|
Harbourfront Wealth America Inc
✚
|
0.0 | |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Beagle Invest LLC
✚
|
CA | 0.0 |
|
Steward Inc
✚
|
DC | 0.0 |
|
Avenue Global Advisors LLC
✚
|
FL | 0.0 |