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EVEXIA WEALTH, LLC
CRD 323788 · SEC 801-126957
1265 MAIN STREET, SUITE 105, STEVENS POINT, WI, 54481, United States
Phone
(715) 344-9496
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.1M
Discretionary AUM
$386.1M
Team
18 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $114.4M |
| High net worth individuals | 122 | $270.5M |
| Corporations/business entities | 5 | $1.2M |
States served
IL, MI, MN, OR, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD