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Home > Retirement Planners > wisconsin > stevens point > EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC
1265 Main Street
Suite 105
Stevens Point, Wisconsin 54481
Tel: (715) 344-9496
About EVEXIA WEALTH, LLC
EVEXIA WEALTH, LLC, formally registered with the SEC as EVEXIA WEALTH, LLC. The firm was established in 12/02/2022. They have over 6 offices throughout the country.
EVEXIA WEALTH, LLC is a Stevens Point, Wisconsin based Financial Planning firm with nearly $329,350,000 assets under management, offering retirement planning & investment advisory services to 1379 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323788 |
| SEC# | 801-126957 |
| Assets Managed by Firm | $329,350,000 |
| No. of Clients | 1379 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1379 | $329,350,000 |
| Individuals (other than high net worth individuals) | 260 | $80,358,821 |
| High net worth individuals | 140 | $248,464,179 |
| Corporations or other businesses | Fewer than 5 clients | $527,000 |
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