Evoke Wealth Management
Finance · New Jersey, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
695 Bloomfield Ave Fl 3, Montclair, New ...Phone Number
(973) 891-5060Website
www.evokewm.comRevenue
<$5 MillionIndustry
About Evoke Wealth Management
Evoke Wealth Management is a fee-only independent financial planning firm based in Montclair, NJ, and Brea, CA, serving clients across the U.S. The firm specializes in full-service wealth management, offering customized investment capabilities and strategic financial planning to align clients' finances with their values and goals. With a focus on building deep, lasting relationships, Evoke aims to provide objective financial advice and comprehensive services that maximize the impact of clients' wealth on their lives and legacies. The experienced team at Evoke is dedicated to instilling comfort and confidence in managing clients' financial affairs through a collaborative partnership.Explore more
Evoke Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Evoke Wealth Management
Compare insights from companies similar to Evoke Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Evoke Wealth Management
<$5M
1-10
Private
-
2021
CP
Craig PetrassiManaging Partner, Chief Investment Officer & Senior Portfolio Manager
Evoke Wealth Management Tech Stack
A closer look at the technologies used by Evoke Wealth Management
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Evoke Wealth Management
Sign Up For FreeTo access detailed company insights
Evoke Wealth Management is a fee-only independent financial planning firm based in Montclair, NJ, and Brea, CA, serving clients across the U.S. The firm specializes in full-service wealth management, offering customized investment capabilities and strategic financial planning to align clients' finances with their values and goals. With a focus on b... Read More
