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 that began SEC registration in 2022. The firm serves individual and family clients as well as select institutional relationships, offering financial planning and portfolio management geared toward individuals and small businesses. Its billing model includes a percentage-of-AUM component plus the option for hourly and fixed fees. The snapshot data indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. An accounting affiliation is noted in the firm’s industry relationships.
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 2
Bobbie Kaiser
Chief Operating OfficerCRD 7840249
Benjamin Laws
Co-Founder and CEOCRD 4671932
Contacts
3 of 7
Jacob 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 24Active vs passive
$73.5M in ETFs
96%
$70.7M
0%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) | Invesco | Passive | Target Maturity | $9.6M | 492,437 | 13.09% |
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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