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| Evexia Wealth LLC
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|---|---|
| CRD # | 323788 |
| SEC # | 801-126957 |
| CIK # | 0001975710 |
| AUM | $386.1 M (2026-05-20) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 715-344-9496 |
| Address | 1265 Main Street Stevens Point, WI 54481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 22.2 | ||
| Broadcom Inc | 21.6 | ||
| Barrick Gold Corp | 17.4 | ||
| Lilly Eli & Co | 16.7 | ||
| Hubbell Inc | 16.3 | ||
| Caseys General Stores Inc | 14.8 | ||
| BlackRock Inc | 14.0 | ||
| Microsoft Corp | 13.5 | ||
| Parker Hannifin Corp | 13.4 | ||
| Intuit Inc | 12.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 114.4 |
| (b) Individuals (high net worth individuals) | 122 | 270.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,452 | 386.1 |
| By Discretionary | ||
| Discretionary | 1,452 | 386.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,452 | 386.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.1 | |
| Total | 1,452 | 386.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001975710] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brian D Lowder Inc
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|
CA | 0.4 |
|
Southwest Investment Advisors Inc
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|
AZ | 0.4 |
|
Missionpoint Partners LLC
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|
0.4 | |
|
DS Investment Advisors
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|
MI | 0.4 |
|
Lowery Thomas LLC
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|
0.4 | |
|
Wills Financial Group LLC
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|
VA | 0.4 |
|
Alden Investment Advisors LLC
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|
PA | 0.4 |
|
Ranch Capital Advisors Inc
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|
FL | 0.4 |
|
Wittenberg Investment Management Inc
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|
0.4 | |
|
Pacific Asset Management LLC
✚
|
WA | 0.4 |