{
  "crd_number": 323788,
  "slug": "evexia-wealth-llc-stevens-point-wi-323788",
  "primary_business_name": "EVEXIA WEALTH, LLC",
  "legal_name": "EVEXIA WEALTH, LLC",
  "dbas": [],
  "city": "Stevens Point",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "44620",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-02",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-20",
  "carried_forward": false,
  "raum_total": 386112934.0,
  "raum_discretionary": 386112934.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 114393485.0,
      "count": 294
    },
    "high_net_worth_individuals": {
      "raum": 270474645.0,
      "count": 122
    },
    "corporations_other_businesses": {
      "raum": 1244804.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MI",
    "MN",
    "OR",
    "TN",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://evexiawealth.com",
    "https://facebook.com/EVEXIAWEALTH",
    "https://linkedin.com/company/evexia-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323788",
  "city_as_filed": "STEVENS POINT",
  "url": "https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788",
  "display_name": "Evexia Wealth, LLC",
  "summary": "Evexia Wealth, LLC is an SEC-registered investment advisory firm in Stevens Point, WI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.",
  "citation": "AdvisorCensus. Evexia Wealth, LLC (CRD 323788): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Evexia Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evexia Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Evexia Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Subscription: $1,800 to $30,000 a year (Ongoing financial planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Evexia Wealth, LLC located?",
      "a": "Evexia Wealth, LLC's principal office is in Stevens Point, WI, according to its Form ADV."
    },
    {
      "q": "Is Evexia Wealth, LLC registered with the SEC or a state?",
      "a": "Evexia Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323788."
    },
    {
      "q": "How much does Evexia Wealth, LLC manage?",
      "a": "Evexia Wealth, LLC reports $386,112,934 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Evexia Wealth, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Evexia Wealth, LLC: Regulatory assets under management: $192,332,373 in the October 2023 data and $386,112,934 in the October 2026 data, up 101%. Total employees: 19 in October 2023 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evexia Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (122); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Evexia Wealth, LLC use?",
      "a": "Evexia Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evexia Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323788"
    },
    {
      "q": "Does Evexia Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"Evexia Wealth generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Evexia Wealth, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 192332373.0,
      "total_employees": 19,
      "filing_date": "2023-04-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 262545484.0,
      "total_employees": 19,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 329350000.0,
      "total_employees": 18,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 386112934.0,
      "total_employees": 18,
      "filing_date": "2026-05-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $329,350,000 to $386,112,934 (+17%).",
        "Employees performing advisory functions went from 6 to 8.",
        "No longer lists an office in Oregon City, OR."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MI, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $1,800 to $30,000 a year (Ongoing financial planning engagements)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Evexia Wealth generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,800 to $30,000 a year (Ongoing financial planning engagements)"
        ],
        "quotes": [
          "Ongoing financial planning engagements range from $1,800 to $30,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 1800.0,
          "max": 30000.0,
          "period": "annual",
          "service": "Ongoing financial planning engagements"
        }
      ]
    },
    "quotes": [
      "Evexia Wealth generally does not impose a minimum relationship size.",
      "Ongoing financial planning engagements range from $1,800 to $30,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 294,
      "fewer_than_5": false,
      "raum": 114393485.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 122,
      "fewer_than_5": false,
      "raum": 270474645.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1244804.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323788",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}