Michael Jaeger Mcevoy
Investment adviser representative at 4wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$275.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- 4wealth Advisors, Inc.Jun 2025 to now
- 4wealth Financial GroupJun 2023 to now
- Plan A Wealth ManagementMay 2022 to Jul 2022
- Liberty UniversityAug 2020 to May 2023
- True Value CompanyJun 2020 to Jul 2021
- Tusculum UniversityAug 2019 to May 2020
- Cary Grove High SchoolJun 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
4wealth Advisors, Inc.
$275.3MAssets managed
567Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8123059
- Firm CRD
- 129727