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Building 2EVEXIA WEALTH, LLC

Map pinSTEVENS POINT, WI
Phone(715) 344-9496
NotebookSEC #801-126957
Total AUM
$386.1M
Employees
18
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1265 MAIN STREET
SUITE 105
STEVENS POINT
WI 54481
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(715) 344-9496
Other Offices
7

ReceiptFinancials

Total AUM
$386.1M
Accounts
1,452
Discretionary
$386.1M
Accounts
1,452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
294
AUM
$114.4M
HNW Individual Clients
122
AUM
$270.5M
Corporation or Business Clients
5
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNORTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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