STEVENS POINT, WICRD 323788Latest ADV March 3, 2026
Evexia Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stevens Point, WI. Its latest Form ADV filing, dated March 3, 2026, reports $386M in regulatory assets under management, 18 employees, 7 offices, and 1,452 accounts.
Assets Under Management
$386M
Employees
18
Offices
7 offices
Total Clients
421
Primary office
STEVENS POINT, WI
1265 MAIN STREET, SUITE 105, STEVENS POINT, WI, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
294
2
HNWI
29.0%
122
3
Corporations
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of March 3, 2026
Discretionary100.0%
$386M
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.
Total AUM$386M
Total Accounts1,452
10Y AUM Change+$386M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee23:1
10Y Employee Change+1 (+5.9%)
* 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.