CORAL GABLES, FLCRD 109698Latest ADV March 19, 2026
Evensky & Katz/Foldes Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 19, 2026, reports $3.2B in regulatory assets under management, 44 employees, 2 offices, and 5,801 accounts.
Assets Under Management
$3.2B
Employees
44
Offices
2 offices
Total Clients
1,188
Primary office
CORAL GABLES, FL
4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.2% of total clients.
Top client categories% of clientsClients
1
HNWI
64.2%
763
2
Individuals
33.8%
402
3
Corporations
0.9%
11
4
Charitable
0.7%
8
5
Pension Plans
0.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 19, 2026
Discretionary100.0%
$3.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts5,801
10Y AUM Change+$1.6B (+101.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee27:1
10Y Employee Change+16 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.