Investment adviser · CRD 300856
EVOKE ADVISORS
EVOKE WEALTH, LLC
LOS ANGELES, CA, United States · Form ADV filed Jul 14, 2025
- Regulatory AUM
- $27.7B Form ADV · Item 5.F
- Client accounts
- 12,365 Accounts, not individual clients
- Employees
- 99 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $10,457,397,195 | 44 | Mar 31, 2022 |
| 2022 | $10,205,202,435 | 46 | Mar 29, 2023 |
| 2023 | $13,362,939,383 | 63 | Mar 28, 2024 |
| 2024 | $27,695,485,582 | 99 | Mar 28, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 15 | $12,317,646,744 | 44.5% |
| High-net-worth individuals | 859 | $10,511,128,889 | 38.0% |
| Pooled investment vehicles | 22 | $2,570,233,470 | 9.3% |
| Charities | 27 | $1,053,239,158 | 3.8% |
| Other clients | 14 | $1,030,084,441 | 3.7% |
| Corporations & businesses | 8 | $213,104,182 | 0.8% |
| Individuals | Fewer than 5 | $48,698 | 0.0% |
Filing source
Form ADV 2003465 · Jul 14, 2025 · Item 5.D
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
PRICEWATERHOUSE COOPERS LLP
Auditor · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
- EVOKE - SECONDARIES IV (BR V), LP
- EVOKE MULTIFAMILY FUND II (JRK5), LP
- EVOKE EQUITY GROWTH FUND I, LP
- EVOKE REAL ESTATE CO-GP FUND I (TRIPOST), LP
- EVOKE MULTIFAMILY FUND (JRK4), LP
- EVOKE INDUSTRIAL REAL ESTATE FUND I
- EVOKE DISLOCATION OPPORTUNITIES, LP
- EVOKE SECONDARIES FUND III (KHP IV), LP
- EVOKE SECONDARIES V (KHP), LP
- EVOKE SECONDARIES (BR), LP
- EVOKE SECONDARIES FUND II (BR)
- EVOKE INDUSTRIAL REAL ESTATE FUND II (DERMODY)
- EVOKE PRIVATE EQUITY OPPORTUNITIES FUND I, LP
- EVOKE INNOVATION FUND I, LP
- EVOKE ROYALTY SOLUTIONS FUND
- EVOKE OPPORTUNISTIC REAL ESTATE FUND I, LP
- EVOKE SOFTWARE BUYOUT FUND (MAINSAIL VI), LP
- EVOKE HEALTHCARE REAL ESTATE FUND I (HP IV), LP
- EVOKE REAL ESTATE CREDIT FUND 1, LP
- EVOKE GP SEEDING FUND I, LP
Private funds & service providers
22 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
ADVANCED RESEARCH ALPHA FUND, L.P.Hedge Fund$410MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-3077505437
- Reported beneficial owners
- 169
- Minimum commitment
- $1M
- Form D file number
- 021-247337
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
ADVANCED RESEARCH ALPHA FUND, LTD.Hedge Fund$252MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-7408009049
- Reported beneficial owners
- 60
- Minimum commitment
- $1M
- Form D file number
- 021-247336
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE - SECONDARIES IV (BR V), LPOther Private Fund$181MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-7193449735
- Reported beneficial owners
- 329
- Minimum commitment
- $500K
- Form D file number
- 021-474741
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE MULTIFAMILY FUND II (JRK5), LPReal Estate Fund$162MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1188507306
- Reported beneficial owners
- 288
- Minimum commitment
- $500K
- Form D file number
- 021-457330
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE EQUITY GROWTH FUND I, LPOther Private Fund$154MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1047916988
- Reported beneficial owners
- 278
- Minimum commitment
- $500K
- Form D file number
- 021-391847
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE REAL ESTATE CO-GP FUND I (TRIPOST), LPReal Estate Fund$141MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-9736655132
- Reported beneficial owners
- 280
- Minimum commitment
- $500K
- Form D file number
- 021-463862
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE MULTIFAMILY FUND (JRK4), LPReal Estate Fund$121MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-3195301786
- Reported beneficial owners
- 227
- Minimum commitment
- $500K
- Form D file number
- 021-350162
Form ADV 2003465 · Jul 14, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Jun 5, 2025 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2003465 · Jul 14, 2025 · Items 1 & 5
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $12.5B
- Non-discretionary
- $15.2B
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
10635 SANTA MONICA BLVD., SUITE 240LOS ANGELES, CA, 90025, United States
CRD 300856
Filing source
Form ADV 2003465 · Jul 14, 2025 · Items 1 & 5
Reported by EVOKE WEALTH, LLC (CRD 300856).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.