Investment adviser · CRD 300856
EVOKE ADVISORS
EVOKE WEALTH, LLC
LOS ANGELES, CA, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $17.3B Form ADV · Item 5.F
- Client accounts
- 12,528 Accounts, not individual clients
- Employees
- 96 Reported in this filing
- Advisory professionals
- 25 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 |
| 2025 | $17,287,265,124 | 96 | Mar 31, 2026 |
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 |
|---|---|---|---|
| High-net-worth individuals | 874 | $12,084,970,660 | 69.9% |
| Pooled investment vehicles | 23 | $2,971,704,851 | 17.2% |
| Charities | 29 | $1,237,896,348 | 7.2% |
| Retirement plans | 20 | $492,290,801 | 2.8% |
| Other clients | 18 | $275,621,301 | 1.6% |
| Corporations & businesses | Fewer than 5 | $224,781,163 | 1.3% |
Filing source
Form ADV 2098014 · Apr 29, 2026 · 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.
Private funds & service providers
1 selected 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.
EVOKE PRIVATE EQUITY OPPORTUNITIES FUND I, LPOther Private Fund$71MGross 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
- 805-1395157936
- Reported beneficial owners
- 132
- Minimum commitment
- $500K
- Form D file number
- 021-474741
Form ADV 2098014 · Apr 29, 2026 · 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 Apr 15, 2026 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2098014 · Apr 29, 2026 · 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
- $14.4B
- Non-discretionary
- $2.86B
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
2121 AVENUE OF THE STARSLOS ANGELES, CA, 90067, United States
CRD 300856
Filing source
Form ADV 2098014 · Apr 29, 2026 · 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.