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Eves & Haines Wealth Management
EVES&HAINES WEALTH MANAGEMENT is an SEC-registered investment adviser in GREELEY, CO. The firm manages approximately $5 million in regulatory assets.
Eves & Haines Wealth Management
EVES&HAINES WEALTH MANAGEMENT is an SEC-registered investment adviser in GREELEY, CO. The firm manages approximately $5 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Eves & Haines Wealth Management?
No named investment decision-makers are identified in public sources. The firm's leadership and advisory team are not published. An institutional allocator would need to request this information directly.
Is Eves & Haines Wealth Management structured as a single family office or an RIA?
The firm operates as a registered investment advisor (RIA), not a family office. It is registered with the SEC under the Investment Advisers Act of 1940. This structure imposes fiduciary standards but does not limit services to a single family.
What investment stages does Eves & Haines typically target?
The firm's investment focus appears to be on liquid public markets, not private equity or venture capital. It likely manages diversified portfolios of equities, bonds, and cash across all market cycles. No venture or private equity activity is documented.
Which sectors does Eves & Haines explicitly avoid?
No stated negative screens or exclusionary sectors are publicly disclosed. The firm may customize exclusions based on individual client preferences. It does not publish a firm-wide sector restriction.
Where does the underlying wealth come from?
The source of wealth managed by the firm is not publicly attributed to any family, individual, or industry. Clients are likely high-net-worth individuals from diverse backgrounds. The firm does not disclose a wealth-origin family name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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