Evexia Wealth, LLC

Evexia Wealth, LLC (CRD# 323788) is a financial advisory firm headquartered in Stevens Point, WI. They manage $262,545,484 in 1,188 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1265 Main Street, Suite 105, Stevens Point, WI 54481
https://evexiawealth.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $220,998
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, OR, WA, WI

Financial Advisors at Evexia Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin Laws, financial advisor Stevens Point WI
Benjamin A. Laws
CRD#: 4671932
1265 Main Street, Suite 105, Stevens Point, WI 54481

Benjamin Laws (CRD# 4671932) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 19 years of experience in the finance industry.

2
Jenna Laws, financial advisor Stevens Point WI
Jenna R. Laws
CRD#: 5680395
1265 Main Street, Suite 105, Stevens Point, WI 54481

Jenna Laws (CRD# 5680395) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 14 years of experience in the finance industry.

3
Joseph Watson, financial advisor Stevens Point WI
Joseph T. Watson
CRD#: 4710432
1265 Main Street, Suite 105, Stevens Point, WI 54481

Joseph Watson (CRD# 4710432) is an Investment Advisor Representative working at Evexia Wealth, LLC in Stevens Point, WI and has over 20 years of experience in the finance industry.

4
Jessica Henrickson, financial advisor Oregon City OR
Jessica A. Henrickson
CRD#: 7676883
Oregon City, OR

Jessica Henrickson (CRD# 7676883) is an Investment Advisor Representative working at Evexia Wealth, LLC in Oregon City, OR and has 1 year of experience in the finance industry.

5
Justin Kelly, financial advisor Wilsonville OR
Justin W. Kelly
CRD#: 5640066
Wilsonville, OR

Justin Kelly (CRD# 5640066) is an Investment Advisor Representative working at Evexia Wealth, LLC in Wilsonville, OR and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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