EVEXIA WEALTH, LLC
Firm details
- Headquarters
- Stevens Point, Wisconsin
- CRD number
- 323788
- Registered since
- December 2, 2022
- Website
- evexiawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.05%
- Individuals29.63%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evexia Wealth, LLC is an independent registered investment adviser organized as an LLC and operating as a multi-service wealth manager for individuals, families and some institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses and bills clients using a mix of percentage-of-AUM, hourly and fixed fees. Evexia does not identify as an active ESG investor and reports itself as a single-state adviser for regulatory purposes. The firm appears to run discretionary equity-focused portfolios as its primary activity while supplementing clients’ exposures with third-party alternatives and mutual funds. Evexia lists an accountant among its industry affiliations, indicating coordination with tax professionals for client planning and implementation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents3%
- Other3%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2BOBBIE KAISER
Chief Operating OfficerCRD 7840249
BENJAMIN LAWS
Co-Founder and CEOCRD 4671932
Contacts
3 of 7Jacob Bartz
Director of StrategyCRD 8038294
JENNA LAWS
Co-FounderCRD 5680395
JOSEPH WATSON
Wealth CoachCRD 4710432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$73.8M in ETFs
97%
$71.3M
0%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) | Invesco | Passive | Target Maturity | $8.7M | 446,410 | 11.83% |
Location
Stevens Point, WI
PORTAGE
Location
Stevens Point, WI
Headquartered in Stevens Point, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- PORTAGE
- Address
- 1265 Main St
- Time zone
- CT (UTC-6)
- Office locations
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