This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 25, 2025 and May 20, 2026, reported AUM increased 17.2%, from $329.4M to $386.1M.
Across 4 reported observations, AUM increased 100.8% between December 1, 2023 and May 20, 2026, from $192.3M to $386.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 421 clients, or 52.6 clients per representative. That equates to $917.1K in reported AUM per client.
The profile lists 6 reported office locations and 3 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Evexia Wealth, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Evexia Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Evexia Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Evexia Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.