Menu
Evexia Wealth, Llc
Stevens Point, Wisconsin
Evexia Wealth, LLC is a prominent local investment advisory firm headquartered in Stevens Point, Wisconsin. With six strategically located offices, the company serves a diverse clientele of over 460 individuals. As a testament to their expertise, Evexia Wealth manages an impressive $192,332,000 in assets under management.
One of the key strengths of Evexia Wealth lies in their extensive experience in handling employer 401Ks and individual accounts, which make up approximately half of their total assets. The firm's expertise and success in this space have established them as a trusted partner for clients seeking reliable investmen...see more
Assets Under Mgmt
$192.33M
Investment Professionals
6
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Evexia Wealth, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.