# Evexia Wealth, LLC

> 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.

- CRD: 323788
- Filed as: EVEXIA WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stevens Point, WI
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323788
- AdvisorCensus page: https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788

## Quick answers

**How is Evexia Wealth, LLC compensated?**
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).

**How much does Evexia Wealth, LLC charge?**
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.

**Where is Evexia Wealth, LLC located?**
Evexia Wealth, LLC's principal office is in Stevens Point, WI, according to its Form ADV.

**Is Evexia Wealth, LLC registered with the SEC or a state?**
Evexia Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323788.

**How much does Evexia Wealth, LLC manage?**
Evexia Wealth, LLC reports $386,112,934 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**How have Evexia Wealth, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Evexia Wealth, LLC serve?**
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).

**Which custodians does Evexia Wealth, LLC use?**
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.

**Does Evexia Wealth, LLC report any disciplinary disclosures?**
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

**Does Evexia Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Evexia Wealth generally does not impose a minimum relationship size."

**What changed in Evexia Wealth, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> Evexia Wealth generally does not impose a minimum relationship size.

- Subscription: $1,800 to $30,000 a year (Ongoing financial planning engagements)

> Ongoing financial planning engagements range from $1,800 to $30,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $386,112,934
- Discretionary: $386,112,934
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $114,393,485 |
| High net worth individuals | 122 | $270,474,645 |
| Corporations or other businesses not listed above | 5 | $1,244,804 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MI, MN, OR, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evexiawealth.com
- Facebook @EVEXIAWEALTH
- LinkedIn @evexia-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $192,332,373 | 19 | April 17, 2023 |
| October 2024 | $262,545,484 | 19 | July 2, 2024 |
| October 2025 | $329,350,000 | 18 | July 18, 2025 |
| October 2026 | $386,112,934 | 18 | May 20, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in TN.

### April 2026
- 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.

### December 2025
- Registered or notice-filed in MI, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evexia Wealth, LLC (CRD 323788): Form ADV filing data as of October 2026.