Evexia Wealth, LLC

EST. AUM
$386,112,934

CONTACTS
3

CLIENT ACCOUNTS
1,452

Firm Details

Metro area Green Bay
CRD Number 323788
Website evexiawealth.com
Client types

Overview

Evexia Wealth, LLC is a fiduciary investment advisory and wealth management firm that provides personalized financial planning, portfolio management, retirement strategies, and comprehensive guidance to individuals, families, and business owners. The firm focuses on holistic financial well-being, combining disciplined investment oversight with tailored coaching to help clients navigate life events, optimize long-term goals, and build sustainable financial security.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Evexia Wealth, LLC

Platform Details

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