Evart, Young & Hobbs Investment Management
Evart, Young & Hobbs Investment Management is an SEC-registered wealth manager in Redwood City, CA with $269.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Evart, Young & Hobbs Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110263, SEC 801-42861, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $269.9M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Redwood City, CA
- Employees
- 3
- Clients
- 240
- CRD
- 110263
- Ownership
- YOUNG, ROSALEE, STABLEIN; HOBBS, DEREK, MICHAEL
How much AUM does Evart, Young & Hobbs Investment Management have?
Evart, Young & Hobbs Investment Management reported $269.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Evart, Young & Hobbs Investment Management?
Disclosed owners and executives of Evart, Young & Hobbs Investment Management include YOUNG, ROSALEE, STABLEIN, HOBBS, DEREK, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.