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Evexia Wealth, LLC

● SEC registered since 2022CRD 323788SEC# 801-126957Stevens Point, WI
Export (members)
Reg. AUM
$329.4M
Employees
18
Accounts
1,379
Location
Stevens Point, WI

Evexia Wealth, LLC assets under management

Evexia Wealth, LLC is an SEC-registered investment adviser based in Stevens Point, WI. The firm has been registered since 2022. It reports $329.4 million in regulatory assets under management and employs 18 people.
www.linkedin.com/company/evexia-wealthView on SEC.gov ↗

Evexia Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Akiro Laws ControlChief Executive Officer50-75%2022
Bobbie Jo Kaiser ControlChief Operating OfficerUnder 5%2023
Jenna Rose Laws ControlChief Compliance Officer50-75%2025
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Frequently asked questions

How much does Evexia Wealth, LLC manage?

Evexia Wealth, LLC reports $329.4 million in regulatory assets under management on its Form ADV.

How many employees does Evexia Wealth, LLC have?

Evexia Wealth, LLC reports 18 employees.

Where is Evexia Wealth, LLC located?

Evexia Wealth, LLC is based in Stevens Point, WI and has been SEC-registered since 2022.

Does Evexia Wealth, LLC disclose fund performance?

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

Contact & registration

Address1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone(715) 344-9496
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1975710
Discloses disciplinary historyNo

Assets under management

Discretionary$329.4M
Non-discretionary$0
Total (RAUM)$329.4M