Evexia Wealth, LLC
● SEC registered since 2022CRD 323788SEC# 801-126957Stevens Point, WI
Reg. AUM
$386.1M
Employees
18
Accounts
1,452
Location
Stevens Point, WI
Evexia Wealth, LLC assets under management
Evexia Wealth, LLC is an SEC-registered investment adviser based in Stevens Point, WI. The firm has been registered since 2022. It reports $386.1 million in regulatory assets under management and employs 18 people.
Evexia Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobbie Jo Kaiser Control | Chief Operating Officer | Under 5% | 2023 |
| Jenna Rose Laws Control | Chief Compliance Officer | Under 5% | 2025 |
| Justin Wayne Kelly Control | Chief Investment Officer | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Evexia Wealth, LLC manage?
Evexia Wealth, LLC reports $386.1 million in regulatory assets under management on its Form ADV.
How many employees does Evexia Wealth, LLC have?
Evexia Wealth, LLC reports 18 employees.
Where is Evexia Wealth, LLC located?
Evexia Wealth, LLC is based in Stevens Point, WI and has been SEC-registered since 2022.
Does Evexia Wealth, LLC disclose fund performance?
Evexia Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1265 Main Street, Suite 105, Stevens Point, WI 54481 |
| Phone | (715) 344-9496 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1975710 |
| Discloses disciplinary history | No |
Regulatory AUM
$386.1M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$386.1Mregulatory AUM
Discretionary $386.1M