Evexia Wealth

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

1265 Main St Ste 105, Stevens Point, Wis...

Phone Number

(715) 344-6700

Revenue

<$5 Million

Industry

Finance Securities Trading

About Evexia Wealth

Evexia Wealth is a financial advisory firm focused on transforming how individuals perceive and manage their wealth, emphasizing well-being and happiness over mere financial accumulation. They offer services such as wealth coaching and investment management, catering to clients who seek a more meaningful relationship with their finances. The company prides itself on creating an unmatched client experience through a passionate and tight-knit team that values integrity and creativity. Evexia Wealth aims to help clients live fulfilling lives while achieving robust financial plans and portfolios.Explore more
Evexia Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Evexia Wealth Org Chart

PhoneEmail
JL
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Chief Operating Officer & Co-Founder

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BK
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Chief Operating Officer

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JK
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Chief Information Officer

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JW
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Director, Operations

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Compare Similar Companies to Evexia Wealth

Compare insights from companies similar to Evexia Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evexia Wealth

<$5M
11-50
Private
-
2004
JL
Jenna LawsChief Operating Officer & Co-Founder
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Evexia Wealth Tech Stack

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Frequently Asked Questions Regarding Evexia Wealth

What is Evexia Wealth's official website?
Evexia Wealth's official website is www.evexiawealth.com
What is Evexia Wealth's Revenue?
Evexia Wealth's revenue is <$5 Million
What is Evexia Wealth's SIC code?
Evexia Wealth's SIC: 62,628
What is Evexia Wealth's NAICS code?
Evexia Wealth's NAICS: 52,523
How many employees does Evexia Wealth have?
Evexia Wealth has 11-50 employees
What industry does Evexia Wealth belong to?
Evexia Wealth is in the industry of: Finance, Securities Trading
What is Evexia Wealth competition?
Evexia Wealth top competitors include: Fulcrum Wealth Advisors, Wealth Advisory Services, Ratcliff Financial Services, ProVise Management Group
What technology does Evexia Wealth use?
Some of the popular technologies that Evexia Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud DNS
How do I contact Evexia Wealth?
Evexia Wealth contact info: Phone number: (715) 344-6700 Website: www.evexiawealth.com
What does Evexia Wealth do?

Evexia Wealth is a financial advisory firm focused on transforming how individuals perceive and manage their wealth, emphasizing well-being and happiness over mere financial accumulation. They offer services such as wealth coaching and investment management, catering to clients who seek a more meaningful relationship with their finances. The compan... y prides itself on creating an unmatched client experience through a passionate and tight-knit team that values integrity and creativity. Evexia Wealth aims to help clients live fulfilling lives while achieving robust financial plans and portfolios.Read More

What are Evexia Wealth social media links?
Evexia Wealth Linkedin page Evexia Wealth Facebook page
Is Evexia Wealth a public company?
Evexia Wealth is private company therefore does not currently have an official ticker symbol
See more information about Evexia Wealth

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