Evexia Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$384,868,130
Clients
416
Advisors
8
across 5 offices
About
Evexia Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses. The firm reports roughly $386 million in assets under management and serves clients through an eight‑advisor team spread across multiple offices.
The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, constructing portfolios from ETFs, individual equities, mutual funds and fixed‑income securities while using cash or reallocation for hedging and rebalancing. Evexia also offers several model portfolios (including an Income Reserve model and named Income Alpha and Green Income Alpha models), provides retirement‑account advice as an ERISA/IRC fiduciary when applicable, and notes occasional use of ETFs whose underlying exposures can include digital assets and option instruments.
Compared with many peers, Evexia is affiliated with an in‑house accounting practice (Evexia Accounting) and discloses that its materials present predecessor and hypothetical performance and other performance results — practices that are relatively uncommon for team firms. The firm’s multi‑office structure, specialized model offerings (including a green income option), and a staff holding designations such as CFA, CAIA and CFP are additional distinguishing features; the brochure also discloses that some advisory personnel hold insurance licenses and receive commission compensation, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed project fees based on expected hours to complete financial planning engagements
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagements ranging from $1,800 to $30,000 annually, billed monthly or quarterly in advance
Fee-only: Hourly fees up to $300 per hour; fixed project fees based on expected hours; ongoing planning fees from $1,800 to $30,000 annually, negotiable
Main office
See office1265 Main Street, Suite 105
Stevens Point WI 54481
Advisors at this office
4
Offices (5)
Most active in
Florida · Illinois · Michigan · Minnesota · Oregon · Tennessee · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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