Charles A. Evans

ASTRA WEALTH MANAGEMENT GROUP

Plano, TX 75024

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CRD#: 1940274

Professional summary

Charles Andrew Evans, who also goes by Andy Evans, Charles A Evans, is a registered financial advisor currently at ASTRA WEALTH MANAGEMENT GROUP located in Plano, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Charles has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Evans | Charles A Evans

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EVANS WEALTH LLC, INV RELATED, FRISCO, TX, 100% OWNERSHIP, START 5/20/2019, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.; EVANS FAMILY WEALTH LLC, INV RELATED, FRISCO, TX, 100% OWNERSHIP, START 7/14/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL RESIDENCE.; TRUSTEE FOR EVANS WEALTH 401K, INV RELATED, FRISCO, TX, START: 10/1/2022, 1 HR/MONTH, 1 HR DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Andrew Evans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2023 - Present

ASTRA WEALTH MANAGEMENT GROUP

Office #1: 5700 Granite Parkway Suite 330, Plano, TX 75024

RIA

CRD#: 326006

Plano, TX

Past

May 16, 2019 - May 24, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

PLANO, TX

Past

May 16, 2019 - May 24, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

PLANO, TX

Past

May 27, 2011 - May 16, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PLANO, TX

Past

May 27, 2011 - May 16, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PLANO, TX

Past

August 30, 2002 - June 6, 2011

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PLANO, TX

Past

August 30, 2002 - June 6, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

PLANO, TX

Past

April 25, 1994 - September 6, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PLANO, TX

Past

April 19, 1994 - September 6, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 22, 1990 - April 22, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984

RIA

Registered Investment Advisory firm - (5/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/27/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/19/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/2020

General Securities Principal Examination

Current Firm

ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984

RIA

Registered Investment Advisory firm - (5/15/2023 Approved)

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Contact information

Main Address

5700 Granite Parkway Suite 330, Plano, TX 75024

Mailing Address

Phone number

(972) 464-1571

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	2,928
AUM (Assets Under Management)	$ 1,302,943,135

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/21/2025	Cover Page	Report
09/24/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles A. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Andrew Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ASTRA WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2002

Series 63

Date: 5/25/1990

SIE

Date: 10/1/2018

Series 31

Date: 2/27/2002

Series 7

Date: 5/19/1990

Series 24

Date: 1/29/2020

Current Firm

ASTRA WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASTRA WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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