Evexia Wealth, Llc
- Regulatory AUM
- $386M
- Discretionary
- $386M
- Clients
- 421
- Avg AUM / client
- $917K
- Accounts
- 1,452
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 294 | $114M | 29.6% |
| High net worth individuals | 122 | $270M | 70.1% |
| Corporations and other businesses | 5 | $1.2M | 0.32% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Akiro Laws | Chief Executive Officer | Oct 2022 (4y) | 50% – 75% | |
| Jenna Rose Laws | Chief Compliance Officer & Chief Investment Officer | CFP CFA | Oct 2022 (4y) | 50% – 75% |
| Kaiser, Bobbie, Jo | Chief Operating Officer | Dec 2023 (3y) | Less than 5% | |
| Joseph Thomas Watson | Registered representative | CFP | Jan 2023 (4y) | |
| Jessica Ann Pickthorn Henrickson | Registered representative | Jan 2023 (4y) | ||
| Justin Wayne Kelly | Registered representative | Jan 2023 (4y) | ||
| Jacob Delroy Bartz | Registered representative | CFP | Feb 2025 (1y) | |
| Kyler Rose Ernst | Registered representative | May 2025 (1y) | ||
| Joel Nicholas Revak | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $386M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗