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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2022
- Office Locations
- 6
Office Locations
About Evexia Wealth, LLC
Evexia Wealth is a Wisconsin-based RIA offering wealth coaching alongside financial planning and portfolio management, aiming to help clients and families connect money decisions to overall well-being. Led by CFP/CFA founders with a dedicated CIO, the firm emphasizes a highly curated, hospitality-driven client experience. Public filings indicate Schwab custody and portfolios implemented primarily with ETFs.
Team overview
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Owner & Executives
BOBBIE JO KAISER
CHIEF OPERATING OFFICER, Team Leader
- CRD
- --
- Ownership
- Less than 5%
Justin Wayne Kelly
Analyst, Chief Investment Officer
- CRD
- #5640066
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jacob Delroy Bartz
Director of Strategy
- CRD
- #8038294
Kyler Rose Ernst
Junior Analyst
- CRD
- #8083606
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,112,934 | $265,918 |
| Non-Discretionary | $0 | -- |
| Total | $386,112,934 | $265,918 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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