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Evestia LLC

● SEC registered since 2021CRD 313074SEC# 801-121180
Export (members)
Reg. AUM
$33.3M
Employees
2
Accounts
343
Location

Evestia LLC assets under management

Evestia LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $33.3 million in regulatory assets under management and employs 2 people.

Evestia LLC owners & executives

3 reported
NameTitleOwnershipSince
Bradley Lewis Wilson ControlPartner10-25%2023
Rick Cameron Jaster ControlCco - Chief Compliance OfficerOver 75%2021
Rick Cameron Jaster ControlCfo - Chief Financial OfficerOver 75%2021

Frequently asked questions

How much does Evestia LLC manage?

Evestia LLC reports $33.3 million in regulatory assets under management on its Form ADV.

How many employees does Evestia LLC have?

Evestia LLC reports 2 employees.

Does Evestia LLC disclose fund performance?

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

Contact & registration

Phone801-960-3228
Office hours10 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$33.3M▼ 37%
Mar '25 — $52.6MApr '25 — $52.6MMay '25 — $52.6MJun '25 — $52.6MJul '25 — $52.6MAug '25 — $52.6MSep '25 — $52.6MOct '25 — $52.6MNov '25 — $52.6MDec '25 — $52.6MJan '26 — $52.6MFeb '26 — $52.6MMar '26 — $52.6MApr '26 — $33.3MMay '26 — $33.3MJun '26 — $33.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$33.3Mregulatory AUM
Discretionary $13.8MNon-discretionary $19.6M