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 that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm is SEC-registered (registered in 2022) and reports a mix of fee arrangements, including percentage-of-AUM, hourly and fixed-fee engagements. Ownership is listed as both a domestic entity and an individual; the firm does not position itself as a capital allocator or pension consultant. Evexia identifies its client base as both individual/family and institutional.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$77M in ETFs
97%
$74.5M
0%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) | Invesco | Passive | Target Maturity | $10M | 511,408 | 12.96% |
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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