Evoke Wealth LLC

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Evoke Wealth LLC ✚
CRD #	300856
SEC #	801-115290
CIK #	0001793432
AUM	$27.7 B (2025-07-14)
Employees	99 (32% Investors, 0% Brokers)
Phone	424-372-1776
Address	10635 Santa Monica Blvd Los Angeles, CA 90025
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	Evoke Real Estate Credit Fund 1 LP	2024-10-08		49.1
Other	Evoke Secondaries V KHP LP	2024-10-08		96.7
HF	Advanced Research Alpha Fund LP	[2024-03-28]	433.6	393.8
HF	Advanced Research Alpha Fund Ltd	[2024-03-28]	232.9	244.9
Other	Evoke Private Equity Opportunities Fund I LP	[2024-03-28]	111.6	70.5
Other	Evoke - Secondaries IV BR V LP	[2024-03-28]	111.6	181.0
RE	Evoke Healthcare Real Estate Fund I HP IV LP	[2023-03-29]	15.3	49.1
Other	Evoke Innovation Fund I LP	[2023-03-29]	62.9	70.2
RE	Evoke Multifamily Fund II JRK5 LP	[2023-03-29]	162.4	161.8
Other	Evoke Opportunistic Real Estate Fund I LP	[2023-03-29]	36.6	57.6
RE	Evoke Real Estate Co-Gp Fund I TriPost LP	[2023-03-29]	64.9	140.8
Other	Evoke Secondaries Fund III KHP IV LP	[2023-03-29]	38.8	105.5
Other	Evoke Software Buyout Fund Mainsail VI LP	[2023-03-29]	50.5	49.5
Other	Evoke Dislocation Opportunities LP	[2021-03-31]	67.9	108.6
Other	Evoke Equity Growth Fund I LP	[2021-03-31]	42.8	154.0
Other	Evoke GP Seeding Fund I LP	[2021-03-31]	17.3	48.3
RE	Evoke Industrial Real Estate Fund I	[2021-03-31]	97.0	109.2
RE	Evoke Industrial Real Estate Fund II Dermody	[2021-03-31]	31.2	88.1
Other	Evoke Secondaries Fund II BR	[2021-03-31]	21.1	91.4
Other	Evoke Royalty Solutions Fund	[2020-03-30]	23.1	59.1
Other	Evoke Secondaries BR LP	[2020-03-30]	71.4	94.7
RE	Evoke Multifamily Fund JRK4 LP	[2019-09-09]	106.1	120.7
HF	Advanced Research Alpha Fund LP	[2015-09-01]	433.6	410.3
HF	Advanced Research Alpha Fund Ltd	[2015-09-01]	232.9	252.0

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	1	0.0
(b) Individuals (high net worth individuals)	859	10.5
(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	22	2.6
(g) Pension and profit sharing plans	15	12.3
(h) Charitable organizations	27	1.1
(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	8	0.2
(n) Other	14	1.0
Total	12,365	27.7
By Discretionary
Discretionary	10,909	12.5
Non-Discretionary	1,456	15.2
Total	12,365	27.7
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		27.6
Total	12,365	27.7

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001793432]

Comparable Firms	State	AUM ($B)
Beacon Pointe Advisors LLC ✚	CA	39.8
Coldstream Capital Management Inc ✚	WA	12.4
Federated MDTA LLC ✚	MA	11.7
Belpointe Asset Management LLC ✚	NV	6.0
Fortis Advisors LLC ✚	PA	0.5
Arrowroot Family Office LLC ✚	CA	0.4
Strategic Income Group LLC ✚	AZ	0.4
Circle Squared Alternative Investments LLC ✚	NJ	0.0
Corestates Capital Advisors LLC ✚	PA	0.0

Assets, Funds, Holdings