EVEXIA WEALTH, LLC
Latest filing: Apr 30, 2025 (39 days ago)
AUM
$329,350,000
25% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
18
-5% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
STEVENS POINT, WI
1265 MAIN STREET, STEVENS POINT, WI, UNITED STATES, 54481
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 260 | $0.1 |
| Average Individual AUM | $309,072 | |
| HNW | 140 | $0.2 |
| Average HNW AUM | $1,774,744 | |
| Retail Total | 400 | $0.3 |
| Average Retail AUM | $822,058 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 94% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JESSICA HENRICKSON | STEVENS POINT | WI | S65|2022-12-09 | ||||||
| JENNA LAWS | STEVENS POINT | WI | S66|2009-09-25 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| JOSEPH WATSON | STEVENS POINT | WI | S63|2003-10-27|S65|2005-12-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JUSTIN KELLY | STEVENS POINT | WI | S63|2017-06-22|S66|2019-05-23 | ||||||
| BENJAMIN LAWS | STEVENS POINT | WI | S63|2004-07-06|S65|2007-01-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 25% | 19 | -1 | -5% |
| 2023-04-04 | $0.2 | $0.1 | 71% | 19 | -1 | -5% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| WI, FL-04/17/2023, IL-04/06/2023, MN-10/11/2023, OR-12/22/2022, WA-04/17/2023, WI-12/02/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV