Evexia Wealth, LLC logo

Evexia Wealth, LLC

Updated today

Client assets under management

$384,868,130

Clients

416

29% high-net worth

Advisors

8

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$925,164

About

Evexia Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses. The firm reports roughly $386 million in assets under management and serves clients through an eight‑advisor team spread across multiple offices.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, constructing portfolios from ETFs, individual equities, mutual funds and fixed‑income securities while using cash or reallocation for hedging and rebalancing. Evexia also offers several model portfolios (including an Income Reserve model and named Income Alpha and Green Income Alpha models), provides retirement‑account advice as an ERISA/IRC fiduciary when applicable, and notes occasional use of ETFs whose underlying exposures can include digital assets and option instruments.

Compared with many peers, Evexia is affiliated with an in‑house accounting practice (Evexia Accounting) and discloses that its materials present predecessor and hypothetical performance and other performance results — practices that are relatively uncommon for team firms. The firm’s multi‑office structure, specialized model offerings (including a green income option), and a staff holding designations such as CFA, CAIA and CFP are additional distinguishing features; the brochure also discloses that some advisory personnel hold insurance licenses and receive commission compensation, which the firm identifies as a potential conflict of interest.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Fixed

Fixed project fees based on expected hours to complete financial planning engagements

Percentage

$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually

Project-based

Up to $300 per hour for financial planning services

Subscriptions

Ongoing financial planning engagements ranging from $1,800 to $30,000 annually, billed monthly or quarterly in advance

Other

Fee-only: Hourly fees up to $300 per hour; fixed project fees based on expected hours; ongoing planning fees from $1,800 to $30,000 annually, negotiable

Main office location

Evexia Wealth, LLC

1265 Main Street, Suite 105

Stevens Point WI 54481, United States

Number of offices

8

Most active in

Florida · Illinois · Michigan · Minnesota · Oregon · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
user avatar

Jessica H

Series 65

Oregon City, OR

Evexia Wealth, LLC

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Private / alternative investments Options & derivatives strategies
user avatar

Justin K

Series 63, Series 66

Canby, OR

Evexia Wealth, LLC

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Private / alternative investments Options & derivatives strategies
user avatar

Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Private / alternative investments Options & derivatives strategies
user avatar

Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Jenna Laws is a CFP® and CFA® with 16 years of experience in financial advising. She has worked at Evexia Wealth, LLC since 2023 and previously spent ten years with Thrivent Financial for Lutherans and its affiliated firms. Outside of her advisory role, Jenna serves as Vice President and Board Member of 16 Days, Inc., a 501(c)(3) NICU charity, and is involved in coaching entrepreneurs through MaxLife, LLC. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers named model portfolios, including those with digital-asset and option-related ETFs.

Private / alternative investments Options & derivatives strategies
user avatar

Joel R

Series 65, Series 66

Eau Claire, WI

Evexia Wealth, LLC

Joel Revak is a financial advisor at Evexia Wealth, LLC with 12 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Thrivent Investment Management, LPL Financial, Royal Credit Union, and INVEST Financial Corp. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental-analysis investment approach, constructing customized portfolios and offering specialized model portfolios, while managing approximately $329 million across around 400 client relationships.

Private / alternative investments Options & derivatives strategies
user avatar

Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Private / alternative investments Options & derivatives strategies
user avatar

Joseph W

CFP®, Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Joseph Watson is a CFP® with 22 years of experience in the financial services industry. He currently serves as an advisor at Evexia Wealth, LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among others. Outside of his advisory role, he is also a licensed agent for fixed insurance. Evexia Wealth is a SEC-registered advisory firm that manages approximately $329 million across about 400 client relationships, serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis-driven investment approach and offers customized portfolios alongside ongoing financial planning and consulting.

Private / alternative investments Options & derivatives strategies
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