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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EVEXIA WEALTH, LLC

CRD 323788

STEVENS POINT, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6557f6c-41b8-ca6c-8668-7034dc424fd7

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Oct 27, 2022 to May 20, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $386MItem 5.F on the latest filing (2026-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $386M
Private client RAUM: $385MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $48.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 8
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,452
Individual clients: 294
High net worth clients: 122
Custody, client assets: $175M
SEC number: 801-126957
CIK: 1975710
CRD: 323788
Filings on the tape: 18
First filed: Oct 27, 2022
Latest filed: May 20, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN AKIRO LAWS	n/a	STEVENS POINT, WI	3	22	2	no
JOSEPH THOMAS WATSON	Certified Financial Planner	STEVENS POINT, WI	3	23	2	no
JENNA Rose LAWS	Certified Financial Planner\|Chartered Financial Analyst	STEVENS POINT, WI	3	17	2	no
Jessica Ann Pickthorn Henrickson	n/a	Oregon City, OR \| STEVENS POINT, WI	3	14	n/a	no
Justin Wayne Kelly	n/a	STEVENS POINT, WI \| Canby, OR	3	17	3	no
Jacob Delroy Bartz	Certified Financial Planner	Bemidji, MN \| STEVENS POINT, WI	1	12	n/a	no
Kyler Rose Ernst	n/a	STEVENS POINT, WI	1	11	n/a	no
Joel Nicholas Revak	n/a	STEVENS POINT, WI \| EAU CLAIRE, WI	0	17	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KAISER, BOBBIE, JO	CHIEF OPERATING OFFICER	Na	yes	12/2023	Dec 1, 2023	Jul 2, 2024
LAWS, BENJAMIN, AKIRO	CHIEF EXECUTIVE OFFICER	D	yes	10/2022	Oct 27, 2022	Jul 2, 2024
LAWS, JENNA, Rose	CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER	D	yes	10/2022	Oct 27, 2022	Jul 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
OREGON CITY	Or	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$386M	$386M	18	8	7	n/a	n/a
2024	Apr 30, 2025	$329M	$329M	18	6	5	n/a	n/a
2023	Feb 12, 2024	$263M	$263M	19	5	5	n/a	n/a
2022	Mar 20, 2023	$192M	$192M	19	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$386M	$329M	17.2%	$192M	26.2%	18	18	7	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THRIVENT ADVISOR NETWORK, LLC	2	Feb 3, 2023	Jan 5, 2023	MINNEAPOLIS, MN	Team lift out	Ibd to new firm	1.5%

Relationships

Registered with (8)

← Joel Nicholas RevakAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← Kyler Rose ErnstAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← Jacob Delroy BartzAdvisorregistration: current employment
Feb 18, 2025 to presentfactForm ADV
← Justin Wayne KellyAdvisorregistration: current employment
Jan 27, 2023 to presentfactForm ADV
← Jessica Ann Pickthorn HenricksonAdvisorregistration: current employment
Jan 9, 2023 to presentfactForm ADV
← BENJAMIN AKIRO LAWSAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← JOSEPH THOMAS WATSONAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← JENNA Rose LAWSAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV

Controls (3)

← LAWS, BENJAMIN, AKIROOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Oct 27, 2022 to Jul 2, 2024factForm ADV
← LAWS, JENNA, RoseOwnerCHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER, ownership code D, individual
Oct 27, 2022 to Jul 2, 2024factForm ADV
← KAISER, BOBBIE, JOOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Dec 1, 2023 to Jul 2, 2024factForm ADV

Moved with (1)

← THRIVENT ADVISOR NETWORK, LLCRegistered adviser2 advisors, team lift out, same day
Feb 3, 2023 to Jan 5, 2023factForm ADV

Dated events

Occurred
Dec 1, 2023
Control person joined
Jo Bobbie Kaiser (Chief Operating Officer) appeared on Schedule A of Evexia Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Feb 3, 2023
Team lift-out
2 advisors left Thrivent Advisor Network, LLC (Minneapolis, MN) for Evexia Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 27, 2022
First Form ADV filing
Evexia Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6557f6c-41b8-ca6c-8668-7034dc424fd7
First observed: Oct 27, 2022
Last observed: May 20, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVEXIA WEALTH, LLC

CRD 323788

STEVENS POINT, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6557f6c-41b8-ca6c-8668-7034dc424fd7

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN AKIRO LAWS

n/a

STEVENS POINT, WI

JOSEPH THOMAS WATSON

Certified Financial Planner

STEVENS POINT, WI

JENNA Rose LAWS

Certified Financial Planner|Chartered Financial Analyst

STEVENS POINT, WI

Jessica Ann Pickthorn Henrickson

n/a

Oregon City, OR | STEVENS POINT, WI

n/a

Justin Wayne Kelly

n/a

STEVENS POINT, WI | Canby, OR

Jacob Delroy Bartz

Certified Financial Planner

Bemidji, MN | STEVENS POINT, WI

n/a

Kyler Rose Ernst

n/a

STEVENS POINT, WI

n/a

Joel Nicholas Revak

n/a

STEVENS POINT, WI | EAU CLAIRE, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAISER, BOBBIE, JO

CHIEF OPERATING OFFICER

yes

12/2023

Dec 1, 2023

Jul 2, 2024

LAWS, BENJAMIN, AKIRO

CHIEF EXECUTIVE OFFICER

yes

10/2022

Oct 27, 2022

Jul 2, 2024

LAWS, JENNA, Rose

CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER

yes

10/2022

Oct 27, 2022

Jul 2, 2024

City

State

Country

Employees

Also broker-dealer

OREGON CITY

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$386M

n/a

2024

Apr 30, 2025

$329M

n/a

2023

Feb 12, 2024

$263M

n/a

2022

Mar 20, 2023

$192M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$386M

$329M

17.2%

$192M

26.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THRIVENT ADVISOR NETWORK, LLC

Feb 3, 2023

Jan 5, 2023

MINNEAPOLIS, MN

Team lift out

Ibd to new firm

1.5%