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Golden Years Advisory, LLC

● SEC registered since 2026CRD 151640SEC# 801-135590Duluth, GA
Export (members)
Reg. AUM
$111.1M
Employees
2
Accounts
532
Location
Duluth, GA

Golden Years Advisory, LLC assets under management

Golden Years Advisory, LLC is an SEC-registered investment adviser based in Duluth, GA. The firm has been registered since 2026. It reports $111.1 million in regulatory assets under management and employs 2 people.
www.evanswealthmanagement.comView on SEC.gov ↗

Golden Years Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sam F. Evans ControlManaging Member And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Golden Years Advisory, LLC manage?

Golden Years Advisory, LLC reports $111.1 million in regulatory assets under management on its Form ADV.

How many employees does Golden Years Advisory, LLC have?

Golden Years Advisory, LLC reports 2 employees.

Where is Golden Years Advisory, LLC located?

Golden Years Advisory, LLC is based in Duluth, GA and has been SEC-registered since 2026.

Does Golden Years Advisory, LLC disclose fund performance?

Golden Years Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097
Phone770-828-8303
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.1M
Non-discretionary$0
Total (RAUM)$111.1M