Evexia Wealth, LLC
1265 Main Street, Suite 105
Stevens Point, WI 54481
7153449496
About Evexia Wealth, LLC
The Evexia Right Fit Client is someone who values partnership. They realize that even the most financially savvy people need wealth coaching to help them get past fears and limiting beliefs, and they are prepared to invest in the right team. The clients that join us are looking to clarify, simplify, and transform how they think and feel about money. If this sounds like the right opportunity for you, our team would love to connect.
We partner with clients nationwide, leveraging the latest and greatest technology to provide an exceptional virtual experience. This format allows our clients to maximize their time offering the flexibility to meet at home, at work, or on the go. Our Team will assist you if you are new to our virtual platform to ensure a productive and meaningful meeting.
See Disclosures
General Information
Firm Start Year
2018
No. of Employees
10-19
Firm CRD#
323788
Name of Custodial Firm
Charles Schwab
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, RICP®, CAIA®, FIC
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Health, Annuity, Disability
Firm Information
Firm's Number of Planning Clients
108
Firm's Number of Managed Clients
394
Assets Managed by Firm
$317M
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$500K
Compensation Methods
Flat Fee, Based on Assets
Fee % Based on Assets
0.25-2.00%
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892822/rothira-Evexia-Wealth,-LLC-detailed-disclosure.html
Disclaimer
Evexia Wealth, LLC ("Evexia Wealth") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission ("SEC"). Evexia Wealth provides investment advisory and related services for clients nationally. Evexia Wealth will maintain all applicable registrations, notice filings, and licenses as required by the various states in which Evexia Wealth conducts business, as applicable. Evexia Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.