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EVOKE ADVISORS
EVOKE WEALTH, LLC
CRD 300856 · SEC 801-115290
2121 AVENUE OF THE STARS, LOS ANGELES, CA, 90067, United States
Phone
424-372-1776
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.29B
Discretionary AUM
$14.42B
Team
96 total employees; 25 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; ADMIN SERVICE, FINANCIAL PLANNING,SUB-ADVISORY FEES,TAX PLANNIN
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 874 | $12.08B |
| Pooled investment vehicles | 23 | $2.97B |
| Pension/profit sharing plans | 20 | $492.3M |
| Charitable organizations | 29 | $1.24B |
| Corporations/business entities | 4 | $224.8M |
States served
AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD