Evoke Wealth Management Employee Directory

Evoke Wealth Management corporate office is located in 695 Bloomfield Ave Fl 3, Montclair, New Jersey, 07042, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

C-Suite

2

Operations

1

Finance

1

Key Employees of Evoke Wealth Management

  • CP
    United States flag for contact location.
    Craig Petrassi

    Managing Partner, Chief Investment Officer & Senio...

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Evoke Wealth Management Global Presence

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North America1-10

Index of contact profiles from Evoke Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Evoke Wealth Management

Explore people who held key positions, contributed to Evoke Wealth Management's success, and advanced their careers.

  1. Equity Strategy Analys... at JP Morgan

    Worked as Wealth Management Intern

    at Evoke Wealth Management (2025-2025)

    email Alexa Sonnenberg Email direct Alexa Sonnenberg Direct

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People from Similar Companies in the Finance Industry Located in New Jersey, United States

Frequently Asked Questions Regarding Evoke Wealth Management Employees

How many employees does Evoke Wealth Management have?
Evoke Wealth Management has 1-10 employees
Who are Evoke Wealth Management key employees?
Some of Evoke Wealth Management key employees are Craig Petrassi
Where is Evoke Wealth Management located?
Evoke Wealth Management’s headquarters are located at 695 Bloomfield Ave Fl 3, Montclair, New Jersey, 07042, United States
How do I contact Evoke Wealth Management?
Evoke Wealth Management Contact Info: Phone number: (973) 891-5060 Website: www.evokewm.com
What does Evoke Wealth Management do?

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... uilding 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.Read More

Is Evoke Wealth Management a public company?
Evoke Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Evoke Wealth Management Employees

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