EVEXIA WEALTH, LLC
Adviser information for EVEXIA WEALTH, LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,188 | $262.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,188 | $262.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 460 | $120.9M |
| HNW Individuals | 117 | $140.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $720,914 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-126957 |
|---|---|
| SEC ERA File Number | 801-126957 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323788 |
| Legal Entity Identifier | None |
Principal Office
1265 MAIN STREETSUITE 105
STEVENS POINT
WI
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (715) 344-9496, Fax: None
Chief Compliance Officer
JENNA R. LAWS
CHIEF INVESTMENT OFFICER
1265 MAIN STREET
SUITE 105
STEVENS POINT
WI
United States
Tel:
(715) 344-9496
J****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAWS, BENJAMIN, AKIRO | Individual | – | CHIEF EXECUTIVE OFFICER | 10/2022 | 50-75% |
| LAWS, JENNA, Rose | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | 10/2022 | 50-75% |
| KAISER, BOBBIE, JO | Individual | – | CHIEF OPERATING OFFICER | 12/2023 | < 5% |