← Back to searchVisit website
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
EVENSKY & KATZ, LLC
CRD 109698 · SEC 801-60104
4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146, United States
Phone
305-448-8882
Fax
305-448-1326
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.21B
Discretionary AUM
$3.21B
Team
44 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 402 | $141.6M |
| High net worth individuals | 763 | $2.90B |
| Pension/profit sharing plans | 4 | $41.0M |
| Charitable organizations | 8 | $76.2M |
| Corporations/business entities | 11 | $51.1M |
States served
VT, AL, AZ, CA, CO, DC, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD