Overview
Assets Under Management: $329 million
Headquarters: STEVENS POINT, WI
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Fee Structure
Primary Fee Schedule (EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS)
| Min | Max | Marginal Fee Rate |
|---|---|---|
| $0 | $100,000 | 2.00% |
| $100,001 | $250,000 | 1.75% |
| $250,001 | $1,000,000 | 1.50% |
| $1,000,001 | $3,000,000 | 1.25% |
| $3,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $7,000,000 | 0.90% |
| $7,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | and above | 0.70% |
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
|---|---|---|
| $1 million | $15,875 | 1.59% |
| $5 million | $60,875 | 1.22% |
| $10 million | $102,875 | 1.03% |
| $50 million | $382,875 | 0.77% |
| $100 million | $732,875 | 0.73% |
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,379
Discretionary Accounts: 1,379
Regulatory Filings
CRD Number: 323788
Last Filing Date: 2025-02-20 00:00:00
Website: https://evexiawealth.com
Form ADV Documents
Additional Brochure: EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-07-18)
View Document Text
Evexia Wealth, LLC
Form ADV Part 2A – Disclosure Brochure
Effective: July 18, 2025
This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices
of Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”). If you have any questions about the content of this
Disclosure Brochure, please contact the Advisor at (715) 344-9496 or by email at myteam@evexiawealth.com.
Evexia Wealth is a registered investment advisor with the U.S. Securities and Exchange Commission. The information
in this Disclosure Brochure has not been approved or verified by the U.S. Securities and Exchange Commission
(“SEC”) or by any state securities authority. Registration of an investment advisor does not imply any specific level
of skill or training. This Disclosure Brochure provides information about Evexia Wealth to assist you in determining
whether to retain the Advisor.
Additional information about Evexia Wealth and its Advisory Persons is available on the SEC’s website at
www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 323788.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Item 2 – Material Changes
Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure
Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s
business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory
Persons of Evexia Wealth. For convenience, the Advisor has combined these documents into a single disclosure
document.
Evexia Wealth believes that communication and transparency are the foundation of its relationship with clients and
will continually strive to provide you with complete and accurate information at all times. Evexia Wealth encourages
all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the
Advisor.
Material Changes
The following material changes have been made to this disclosure brochure since the last annual amendment filing
on July 18, 2025:
● The Advisor has a specific model that is charged a rate that differs from its standard advisory fee schedule.
Please see Item 5 for additional details.
● The Advisor has updated its maximum financial planning fee. Please see Item 5 for additional information.
● The Advisor has engaged WiserAdvisor for referrals. Please see Item 14 for additional details.
Future Changes
From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes
in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure
or a Summary of Material Changes shall be provided to you annually and if a material change occurs.
At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure
website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 323788. You may also
request a copy of this Disclosure Brochure at any time by contacting the Advisor at (715) 344-9496 or by email at
myteam@evexiawealth.com.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 2
Item 3 – Table of Contents
Item 1 – Cover Page
1
Item 2 – Material Changes....................................................................................................................................... 2
Item 3 – Table of Contents ...................................................................................................................................... 3
Item 4 – Advisory Services ..................................................................................................................................... 4
Item 5 – Fees and Compensation ........................................................................................................................... 6
Item 6 – Performance-Based Fees and Side-By-Side Management ................................................................... 8
Item 7 – Types of Clients......................................................................................................................................... 8
Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 8
Item 9 – Disciplinary Information ......................................................................................................................... 10
Item 10 – Other Financial Industry Activities and Affiliations .......................................................................... 10
Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............... 11
Item 12 – Brokerage Practices ............................................................................................................................. 11
Item 13 – Review of Accounts .............................................................................................................................. 12
Item 14 – Client Referrals and Other Compensation ......................................................................................... 13
Item 15 – Custody .................................................................................................................................................. 14
Item 16 – Investment Discretion ........................................................................................................................... 14
Item 17 – Voting Client Securities ........................................................................................................................ 14
Item 18 – Financial Information ............................................................................................................................ 14
Privacy Policy......................................................................................................................................................... 35
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 3
Item 4 – Advisory Services
A. Firm Information
Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”) is a registered investment advisor with the U.S. Securities and
Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Company (LLC) under the laws of the
State of Wisconsin. Evexia Wealth was founded in May 2018 and is owned and operated by Benjamin A. Laws (Chief
Executive Officer) and Jenna R. Laws (Chief Compliance Officer). This Disclosure Brochure provides information
regarding the qualifications, business practices, and the advisory services provided by Evexia Wealth.
B. Advisory Services Offered
Evexia Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and
businesses (each referred to as a “Client”).
The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the
Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts
of interest. Evexia Wealth's fiduciary commitment is further described in the Advisor’s Code of Ethics. For more
information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client
Transactions and Personal Trading.
Investment Management Services
Evexia Wealth provides customized investment advisory solutions for its Clients. This is achieved through continuous
personal Client contact and interaction while providing discretionary investment management and related advisory
services. Evexia Wealth works closely with each Client to identify their investment goals and objectives as well as
risk tolerance and financial situation in order to create a portfolio strategy. Evexia Wealth will then construct an
investment portfolio, primarily utilizing exchange-traded funds (“ETFs”), individual equities, mutual funds and
individual fixed income securities to achieve the Client’s investment goals. The Advisor may also utilize other types
of investments, as appropriate, to meet the needs of the Client. The Advisor may retain other types of investments
from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related reasons, or other reasons as
identified between the Advisor and the Client.
Evexia Wealth’s investment strategies are primarily long-term focused, but the Advisor may buy, sell or re-allocate
positions that have been held for less than one year to meet the objectives of the Client or due to market conditions.
Evexia Wealth will construct, implement and monitor the portfolio to ensure it meets the goals, objectives,
circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable
restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor.
Evexia Wealth evaluates and selects investments for inclusion in Client portfolios only after applying its internal due
diligence process. Evexia Wealth may recommend, on occasion, redistributing investment allocations to diversify the
portfolio. Evexia Wealth may recommend specific positions to increase sector or asset class weightings. The Advisor
may recommend employing cash positions as a possible hedge against market movement.
Evexia Wealth may recommend selling positions for reasons that include, but are not limited to, harvesting capital
gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or
overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client
needs, or any risk deemed unacceptable for the Client’s risk tolerance.
At no time will Evexia Wealth accept or maintain custody of a Client’s funds or securities, except for the limited
authority as outlined in Item 15 – Custody. All Client assets will be managed within the designated account[s] at the
Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices.
Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts
or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee
Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws
governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 4
advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or
recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another
IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a
recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a
result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by
the Advisor.
Financial Planning Services
Evexia Wealth will typically provide a variety of financial planning and consulting services to Clients, pursuant to a
written financial planning agreement. Services are offered in several areas of a Client’s financial situation, depending
on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or
rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or
consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement
planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation.
A financial plan developed for, or financial consultation rendered to the Client will usually include general
recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations
may be made that the Client start or revise their investment programs, commence or alter retirement savings,
establish education savings and/or charitable giving programs.
Evexia Wealth may also refer Clients to an accountant, attorney or other specialists, as appropriate for their unique
situation. For certain financial planning engagements, the Advisor will provide a written summary of the Client’s
financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not
provide a written summary. Plans or consultations are typically completed within six (6) months of contract date,
assuming all information and documents requested are provided promptly.
Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the
interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for
investment management services or to increase the level of investment assets with the Advisor, as it would increase
the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made
by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the
recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the
Advisor.
C. Client Account Management
Prior to engaging Evexia Wealth to provide investment advisory services, each Client is required to enter into one or
more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and
the Client. These services may include:
● Establishing an Investment Strategy – Evexia Wealth, in connection with the Client, will develop a strategy
that seeks to achieve the Client’s goals and objectives.
● Asset Allocation – Evexia Wealth will develop a strategic asset allocation that is targeted to meet the
investment objectives, time horizon, financial situation and tolerance for risk for each Client.
● Portfolio Construction – Evexia Wealth will develop a portfolio for the Client that is intended to meet the stated
goals and objectives of the Client.
●
Investment Management and Supervision – Evexia Wealth will provide investment management and ongoing
oversight of the Client’s investment portfolio.
D. Wrap Fee Programs
Evexia Wealth does not manage or place Client assets into a wrap fee program. Investment management services
are provided directly by Evexia Wealth.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 5
E. Assets Under Management
As of December 31, 2024, Evexia Wealth manages $ 329,350,000 in Client assets, all of which are managed on a
discretionary basis. Clients may request more current information at any time by contacting the Advisor.
Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more
written agreements with the Advisor.
A. Fees for Advisory Services
Investment Management Services
Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
investment advisory agreement. Investment advisory fees are based on the market value of assets under
management at the end of the prior calendar quarter, including any month-end accruals of dividends and interest.
Investment advisory fees range from 0.70% to 2.00% annually. Investment advisory fees are based on the following
schedule or a fixed annual rate:
Assets Under Management ($)
Annual Rate (%)
Up to $100,000
$100,0001 to $250,000
$250,001 to $1,000,000
$1,000,001 to $3,000,000
$3,000,001 to $5,000,000
$5,000,001 to $7,000,000
$7,000,001 to $10,000,000
$10,000,001 and above
2.00%
1.75%
1.50%
1.25%
1.00%
0.90%
0.80%
0.70%
Evexia Wealth Income Reserve Model
Evexia Wealth also provides a specific income reserve model to Clients which deter from the investment advisory fee
schedule listed above. Clients who utilize this model will pay the Advisor a quarterly investment advisory fee in
accordance with the fee schedule listed below. Furthermore, specific accounts within this model will be listed out in
Schedule A of the advisory agreement.
Model Portfolio
Income Reserve Model
Annual Rate (%)
0.25%
Evexia Income Alpha and Green Income Alpha Models
Evexia Wealth also provides specific model portfolios to Clients which deter from the investment advisory schedule
listed above. Clients who utilize these models will pay the Advisor a quarterly investment advisory fee in accordance
with the fee schedule listed below. Furthermore, specific accounts within this model will be listed out in Schedule A
of the advisory agreement.
Assets Under Management ($)
Up to $5,000,000
$5,000,001 to $7,000,000
$7,000,001 to $10,000,000
$10,000,001 and Above
Annual Rate (%)
1.00%
.90%
.80%
0.70%
The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor to achieve the lowest fee rate in the above
schedule. The Advisor may offer certain Clients or accounts a fixed annual rate. All securities held in accounts
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 6
managed by Evexia Wealth will be independently valued by the Custodian. The Advisor will conduct periodic reviews
of the Custodian’s valuation to ensure accurate billing.
The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other
related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor
shall not receive any portion of these commissions, fees, and costs.
Financial Planning Services
Evexia Wealth offers project-based financial planning services either on an hourly basis or a fixed engagement fee.
Hourly fees range up to $300 per hour. Fixed project fees are based on the expected number of hours to complete
the engagement at the Advisor’s hourly rate. Ongoing financial planning engagements range from $1,800 to $30,000
annually. Fees may be negotiable based on the nature and complexity of the services to be provided and the overall
relationship with the Advisor. An estimate for total hours and/or total costs will be provided to the Client prior to
engaging for these services.
B. Fee Billing
Investment Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at
the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted
from the Client’s account[s] at the beginning of the] respective quarter. The amount due is calculated by applying the
quarterly rate (annual rate divided by 4) to the total assets under management with Evexia Wealth at the end of the
prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of
the investment advisory fee. Clients are urged to also review and compare the statement provided by the Advisor to
the brokerage statement from the Custodian, as the Custodian does not perform a verification of fees. Clients provide
written authorization permitting advisory fees to be deducted by Evexia Wealth to be paid directly from their account[s]
held by the Custodian as part of the investment advisory agreement and separate account forms provided by the
Custodian.
Financial Planning Services
Project-based financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon
execution of the financial planning agreement. The balance shall be invoiced upon completion of the agreed upon
deliverable[s]. Ongoing financial planning engagements are billed in advance of each month or quarter.
C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Evexia Wealth, in connection with
investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities
execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge
securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms
and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for mutual funds
and other types of investments. The fees charged by Evexia Wealth are separate and distinct from these custody
and execution fees.
In addition, all fees paid to Evexia Wealth for investment advisory services are separate and distinct from the
expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are
described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for
the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a
possible distribution fee. A Client may be able to invest in these products directly, without the services of Evexia
Wealth, but would not receive the services provided by Evexia Wealth which are designed, among other things, to
assist the Client in determining which products or services are most appropriate for each Client’s financial situation
and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by
Evexia Wealth to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional
information.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 7
D. Advance Payment of Fees and Termination
Investment Management Services
Evexia Wealth may be compensated for its investment management services in advance of the quarter in which
services are rendered. Either party may terminate the investment advisory agreement, at any time, by providing
advance written notice to the other party. The Client may also terminate the investment advisory agreement within
five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client
will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and
payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid investment advisory fees from
the effective date of termination to the end of the quarter. The Client’s investment advisory agreement with the Advisor
is non-transferable without the Client’s prior consent.
Financial Planning Services
Evexia Wealth is partially compensated for its financial planning services in advance of the quarter in which services
are rendered. Either party may terminate the financial planning agreement, at any time, by providing advance written
notice to the other party. The Client may also terminate the financial planning agreement within five (5) business days
of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for
bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.
Upon termination, the Client shall be billed for actual hours logged on a project-based planning project times the
contractual hourly rate or in the case of a fixed project-fee engagement, the percentage of the engagement scope
completed by the Advisor. Ongoing planning engagements will be pro-rated based on the remaining number of days
in the month or quarter. Upon termination, the Advisor will refund any unearned, prepaid planning fees. The Client’s
financial planning agreement with the Advisor is non-transferable without the Client’s prior consent.
E. Compensation for Sales of Securities
Evexia Wealth does not buy or sell securities to earn commissions and does not receive any compensation for
securities transactions in any Client account, other than the investment advisory fees noted above.
Certain Advisory Persons are also licensed as independent insurance professionals. As an independent insurance
professional, an Advisory Person may earn commission-based compensation for selling insurance products,
including insurance offered sold to Clients. Insurance commissions earned by these Advisory Persons are separate
and in addition to our advisory fees. This practice presents a conflict of interest as the Advisory Person may have an
incentive to recommend insurance products to you for the purpose of generating commissions rather than solely
based on the Client’s needs. Clients are under no obligation, contractually or otherwise, to purchase insurance
products through any Advisory Person affiliated with the Advisor. Please see item 10 below.
Item 6 – Performance-Based Fees and Side-By-Side Management
Evexia Wealth does not charge performance-based fees for its investment advisory services. The fees charged by
Evexia Wealth are as described in Item 5 above and are not based upon the capital appreciation of the funds or
securities held by any Client.
Evexia Wealth does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund
or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients.
Item 7 – Types of Clients
Evexia Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and small
businesses. Evexia Wealth generally does not impose a minimum relationship size.
Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis
Evexia Wealth primarily employs fundamental analysis in developing investment strategies for its Clients. Research
and analysis from Evexia Wealth are derived from numerous sources, including financial media companies, third-
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 8
party research materials, Internet sources, and review of company activities, including annual reports, prospectuses,
press releases and research prepared by others.
Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criteria consists
generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed.
Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value
discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does
not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the
fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these
economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s
review process are included below in Item 13 – Review of Accounts.
As noted above, Evexia Wealth generally employs a long-term investment strategy for its Clients, as consistent with
their financial goals. Evexia Wealth will typically hold all or a portion of a security for more than a year, but may hold
for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Evexia
Wealth may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or
the fundamentals of the security, sector or asset class.
B. Risk of Loss
Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should
be prepared to bear the potential risk of loss. Evexia Wealth will assist Clients in determining an appropriate strategy
based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet
their investment goals.
While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the
investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may
lose value and may have negative investment performance. The Advisor monitors these economic indicators to
determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are
included below in Item 13 – Review of Accounts.
Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon,
tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client
participation in this process, including full and accurate disclosure of requested information, is essential for the
analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client
or their designees without the duty or obligation to validate the accuracy and completeness of the provided
information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or
other factors that may affect this analysis.
The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts.
The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process.
Following are some of the risks associated with the Advisor’s investment strategies:
Market Risks
The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as
economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall
financial markets.
ETF Risks
The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will
fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based
on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs has a large bid-ask spread
and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from
the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point
in the day may have a different price than the same ETF purchased or sold a short time later. The Advisor may invest
Client assets in ETFs with digital assets as part of their underlying investments. Digital assets are highly speculative
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 9
and volatile investments that may become illiquid at any time. Digital assets are loosely regulated. Clients could lose
the entire value of their investment in digital assets and is only suitable for Clients with a high-risk tolerance. Clients
are not invested directly into digital assets. The Advisor may also invest Client assets in ETFs where options contracts
are utilized. Investments in options contracts have the risk of losing value in a relatively short period of time. Option
contracts are leveraged instruments that allow the holder of a single contract to control many shares of an underlying
stock. This leverage can compound gains or losses. The Advisor does not write options contracts for Client accounts.
Bond Risks
Bonds are subject to specific risks, including the following: (1) interest rate risks, i.e. the risk that bond prices will fall
if interest rates rise, and vice versa, the risk depends on two things, the bond's time to maturity, and the coupon rate
of the bond. (2) reinvestment risk, i.e. the risk that any profit gained must be reinvested at a lower rate than was
previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds
the income investment thereby decreasing the investor’s rate of return, (4) credit default risk, i.e. the risk associated
with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment
obligation, (5) rating downgrades, i.e. the risk associated with a rating agency’s downgrade of the company’s rating
which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e. the risk
that a bond may not be sold as quickly as there is no readily available market for the bond.
Mutual Fund Risks
The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the
mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual
fund is typically set daily therefore a mutual fund purchased at one point in the day will typically have the same price
as a mutual fund purchased later that same day.
Margin Borrowings
The use of short-term margin borrowings may result in certain additional risks to a Client. For example, if securities
pledged to brokers to secure a Client's margin accounts decline in value, the Client could be subject to a "margin
call", pursuant to which it must either deposit additional funds with the broker or be the subject of mandatory
liquidation of the pledged securities to compensate for the decline in value.
Past performance is not a guarantee of future returns. Investing in securities and other investments involve
a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss
these risks with the Advisor.
Item 9 – Disciplinary Information
There are no legal, regulatory or disciplinary events involving Evexia Wealth or its management persons.
Evexia Wealth values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite
due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor or Advisory
Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching
with the Advisor’s firm name or CRD# 323788.
Item 10 – Other Financial Industry Activities and Affiliations
Insurance Agency Affiliations
As noted in Item 5, certain Advisory Persons are also licensed insurance professionals. Implementations of insurance
recommendations are separate and apart from an Advisory Person’s role with Evexia Wealth. As an insurance
professional, the Advisory Person may receive customary commissions and other related revenues from the various
insurance companies whose products are sold. Advisory Persons are not required to offer the products of any
particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This
presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no
obligation to implement any recommendations made by an Advisory Persons or the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 10
Evexia Accounting, LLC
The Advisor is affiliated through common control and ownership with Evexia Accounting, LLC (“Evexia Accounting”).
Evexia Accounting provides tax and accounting services. The Advisor may recommend that Clients utilize the
services of Evexia Accounting, which are separate and distinct from the advisory services provided by the Advisor.
The tax and accounting services through Evexia Accounting are provided as a separate service and fee. Clients are
under no obligation to utilize the services offered by Evexia Accounting.
Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
A. Code of Ethics
Evexia Wealth has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to
each Client. This Code applies to all persons associated with Evexia Wealth (“Supervised Persons”). The Code was
developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to each Client.
Evexia Wealth and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the
obligation of Evexia Wealth’s Supervised Persons to adhere not only to the specific provisions of the Code, but also
to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and
conflicts of interest. To request a copy of the Code, please contact the Advisor at (715) 344-9496 or via email at
myteam@evexiawealth.com.
B. Personal Trading with Material Interest
Evexia Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and
purchased on behalf of Clients. Evexia Wealth does not act as principal in any transactions. In addition, the Advisor
does not act as the general partner of a fund, or advise an investment company. Evexia Wealth does not have a
material interest in any securities traded in Client accounts.
C. Personal Trading in Same Securities as Clients
Evexia Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and
purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients
presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and
procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public
information controls); gifts and entertainment; outside business activities and personal securities reporting. When
trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The
fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more
advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated
by Evexia Wealth requiring reporting of personal securities trades by its Supervised Persons for review by the Chief
Compliance Officer (“CCO”). The Advisor has also adopted written policies and procedures to detect the misuse of
material, non-public information.
D. Personal Trading at Same Time as Client
While Evexia Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended
to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterwards.
At no time will Evexia Wealth, or any Supervised Person of Evexia Wealth, transact in any security to the
detriment of any Client.
Item 12 – Brokerage Practices
A. Recommendation of Custodian[s]
Evexia Wealth does not have discretionary authority to select the broker-dealer/custodian for custody and execution
services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and
authorize Evexia Wealth to direct trades to the Custodian as agreed upon in the investment advisory agreement.
Further, Evexia Wealth does not have the discretionary authority to negotiate commissions on behalf of Clients on a
trade-by-trade basis.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 11
Where Evexia Wealth does not exercise discretion over the selection of the Custodian, it may recommend the
Custodian to Clients for custody and execution services. Clients are not obligated to use the recommended Custodian
and will not incur any extra fee or cost from the Advisor associated with using a custodian not recommended by
Evexia Wealth. However, the Advisor may be limited in the services it can provide if the recommended Custodian is
not engaged. Evexia Wealth may recommend the Custodian based on criteria such as, but not limited to,
reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or
the location of the Custodian’s offices. Evexia Wealth will generally recommend that Clients establish their account[s]
at Charles Schwab & Co., Inc. (“Schwab”), a FINRA-registered broker-dealer and member SIPC. Schwab will serve
as the Client’s “qualified custodian”. Evexia Wealth maintains an institutional relationship with Schwab, whereby the
Advisor receives economic benefits from Schwab. Please see Item 14 below.
Following are additional details regarding the brokerage practices of the Advisor:
1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters
into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other
services. Evexia Wealth does not participate in soft dollar programs sponsored or offered by any broker-
dealer/custodian. However, the Advisor receives certain economic benefits from the Custodian. Please see Item 14
below.
2. Brokerage Referrals - Evexia Wealth does not receive any compensation from any third party in connection with
the recommendation for establishing an account.
3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis”, where Evexia Wealth will place
trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are
traded within their respective account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any
security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a
security into one Client account from another Client’s account[s]). Evexia Wealth will not be obligated to select
competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction
costs. These costs are determined by the Custodian.
B. Aggregating and Allocating Trades
The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the
most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution,
4) confidentiality and 5) skill required of the Custodian. Evexia Wealth will execute its transactions through the
Custodian as authorized by the Client. Evexia Wealth may aggregate orders in a block trade or trades when securities
are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block
trade cannot be executed in full at the same price or time, the securities actually purchased or sold by the close of
each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written
statement. This must be done in a way that does not consistently advantage or disadvantage any particular Clients’
accounts.
Item 13 – Review of Accounts
A. Frequency of Reviews
Securities in Client accounts are monitored on a regular and continuous basis by Advisory Persons of Evexia Wealth
and periodically by the CCO. Formal reviews are generally conducted at least annually or more frequently depending
on the needs of the Client.
B. Causes for Reviews
In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually.
Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major
changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or
withdrawals in the Client’s account[s]. The Client is encouraged to notify Evexia Wealth if changes occur in the Client’s
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 12
personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be
triggered by material market, economic or political events.
C. Review Reports
The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements
are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s
website so that the Client may view these reports and their account activity. Client brokerage statements will include
all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with
periodic reports regarding their holdings, allocations, and performance.
Item 14 – Client Referrals and Other Compensation
A. Compensation Received by Evexia Wealth
Evexia Wealth may refer Clients to various unaffiliated, non-advisory professionals (e.g. attorneys, accountants,
estate planners) to provide certain financial services necessary to meet the goals of its Clients. Likewise, Evexia
Wealth may receive non-compensated referrals of new Clients from various third-parties.
Participation in Institutional Advisor Platform
Evexia Wealth has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit,
a division of Schwab dedicated to serving independent advisory firms like Evexia Wealth. As a registered investment
advisor participating on the Schwab Advisor Services platform, Evexia Wealth receives access to software and
related support without cost because the Advisor renders investment management services to Clients that maintain
assets at Schwab. Services provided by Schwab Advisor Services benefit the Advisor and many, but not all services
provided by Schwab will benefit Clients. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put
the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a
custodian creates a potential conflict of interest since these benefits may influence the Advisor's recommendation of
this custodian over one that does not furnish similar software, systems support, or services.
Services that Benefit the Client – Schwab’s institutional brokerage services include access to a broad range of
investment products, execution of securities transactions, and custody of Client’s funds and securities. Through
Schwab, the Advisor may be able to access certain investments and asset classes that the Client would not be able
to obtain directly or through other sources. Further, the Advisor may be able to invest in certain mutual funds and
other investments without having to adhere to investment minimums that might be required if the Client were to
directly access the investments.
Services that May Indirectly Benefit the Client – Schwab provides participating advisors with access to technology,
research, discounts and other services. In addition, the Advisor receives duplicate statements for Client accounts,
the ability to deduct advisory fees, trading tools, and back office support services as part of its relationship with
Schwab. These services are intended to assist the Advisor in effectively managing accounts for its Clients, but may
not directly benefit all Clients.
Services that May Only Benefit the Advisor – Schwab also offers other services and financial support to Evexia
Wealth that may not benefit the Client, including: educational conferences and events, financial start-up support,
consulting services and discounts for various service providers. Access to these services creates a financial incentive
for the Advisor to recommend Schwab, which results in a potential conflict of interest. Evexia Wealth believes,
however, that the selection of Schwab as Custodian is in the best interests of its Clients.
B. Compensation for Client Referrals
Evexia Wealth has entered into an arrangement with WiserAdvisor, a SEC registered firm (also known as
Respond.com). Evexia Wealth will be listed on WiserAdvisor.com to receive referrals, which are based on geographic
location of a prospective client. When looking for an advisor, the prospective client would go to the WiserAdvisor.com
site, fill out a short form identifying their financial needs and their contact information. WiserAdvisor.com will then
send the prospective client a list of up to 3 advisors in their geographical area that meet the prospective client’s
criteria. Evexia Wealth pays WiserAdvisor a flat fee of $500 per lead generated. Evexia Wealth does not charge
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 13
clients that are referred through WiserAdviser.com a higher fee than they would be charged if the client came direct
to the Advisor.
Item 15 – Custody
Evexia Wealth does not accept or maintain custody of Client accounts, except for the limited circumstances outlined
below:
Deduction of Advisory Fees - To ensure compliance with regulatory requirements associated with the deduction of
advisory fees, all Clients for whom Evexia Wealth exercises discretionary authority must hold their assets with a
"qualified custodian." Clients are responsible for engaging a “qualified custodian” to safeguard their funds and
securities and must instruct Evexia Wealth to utilize that Custodian for securities transactions on their behalf. Clients
are encouraged to review statements provided by the Custodian and compare to any reports provided by Evexia
Wealth to ensure accuracy, as the Custodian does not perform this review.
Money Movement Authorization - For instances where Clients authorize Evexia Wealth to move funds between their
accounts, Evexia Wealth and the Custodian have implemented safeguards to ensure that all money movement
activities are conducted strictly in accordance with the Client’s documented instructions.
Item 16 – Investment Discretion
Evexia Wealth generally has discretion over the selection and amount of securities to be bought or sold in Client
accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be
subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to
by Evexia Wealth. Discretionary authority will only be authorized upon full disclosure to the Client. The granting of
such authority will be evidenced by the Client's execution of an investment advisory agreement containing all
applicable limitations to such authority. All discretionary trades made by Evexia Wealth will be in accordance with
each Client's investment objectives and goals.
Item 17 – Voting Client Securities
Evexia Wealth does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly
from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the
sole responsibility for proxy decisions and voting.
Item 18 – Financial Information
Neither Evexia Wealth, nor its management, have any adverse financial situations that would reasonably impair the
ability of Evexia Wealth to meet all obligations to its Clients. Neither Evexia Wealth, nor any of its Advisory Persons,
have been subject to a bankruptcy or financial compromise. Evexia Wealth is not required to deliver a balance sheet
along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to
be performed six months or more in the future.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 14
Form ADV Part 2B – Brochure Supplement
for
Benjamin A. Laws, FIC
CEO, Wealth Coach
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of
Benjamin A. Laws (CRD# 4671932) in addition to the information contained in the Evexia Wealth, LLC (“Evexia
Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure
Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure
Supplement, please contact us at (715) 344-9496.
Additional information about Mr. Laws is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4671932.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 15
Item 2 – Educational Background and Business Experience
Benjamin A. Laws, born in 1982, is dedicated to advising Clients of Evexia Wealth as the CEO, Wealth Coach. Mr.
Laws attended Luther College in 2005. Additional information regarding Mr. Laws’s employment history is included
below.
Employment History:
President and Board Member, 16 Days, Inc.
CEO, Wealth Coach, Evexia Wealth, LLC
Co-Founder, CEO, Evexia Accounting, LLC
Wealth Advisor, Thrivent Advisor Network, LLC d/b/a Evexia Wealth
Registered Representative, Purshe Kaplan Sterling Investments, Inc.
Financial Advisor, Thrivent Investment Management, Inc.
07/2024 to Present
01/2023 to Present
11/2022 to Present
09/2019 to 02/2023
09/2019 to 01/2023
05/2004 to 09/2019
Fraternal Insurance Counselor - FIC
Designation granted by the Fraternal Field Managers Association (FFMA). The designation is awarded after
completion of courses on fraternal benefit societies, ethics and fundamentals of life insurance and estate
planning for individuals, families and businesses. An individual is required to work for a minimum of 12
consecutive months with a fraternal benefit society that is a member of the American Fraternal Alliance and the
FFMA.
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Laws. Mr. Laws has never been involved
in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or
administrative proceedings against Mr. Laws.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud;
false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or
extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or
disciplinary events to disclose regarding Mr. Laws.
However, we do encourage you to independently view the background of Mr. Laws on the Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4671932.
Item 4 – Other Business Activities
Insurance Agency Affiliations
Mr. Laws is also a licensed insurance professional. Implementations of insurance recommendations are separate
and apart from Mr. Laws’s role with Evexia Wealth. As an insurance professional, Mr. Laws will receive customary
commissions and other related revenues from the various insurance companies whose products are sold. Mr. Laws
is not required to offer the products of any particular insurance company. Commissions generated by insurance sales
do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of
the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Laws or
the Advisor. Mr. Laws spends approximately 10% of his time per month in this capacity.
Evexia Accounting, LLC
Mr. Laws is a Co-Founder and CEO of Evexia Accounting, LLC (“Evexia Accounting”). Evexia Accounting provides
tax and accounting services. Mr. Laws may recommend that Clients utilize the services of Evexia Accounting, which
are separate and distinct from the advisory services provided by the Advisor. The tax and accounting services through
Evexia Accounting are provided as a separate service and fee. Clients are under no obligation to utilize the services
offered by Evexia Accounting. Mr. Laws spends approximately 10% of his time per month in this capacity.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 16
16 Days, Inc.
Mr. Laws is also a President and Board Member of 16 Days, Inc. a 501(c)(3) NICU charity. The mission of 16 Days,
Inc. is to give the gift of time to parents with critically ill babies in the NICU in the form of 16 day grants, freeing parents
from the burden of choosing between paying bills and being with their babies. Mr. Laws is responsible for the charity’s
vision, board meetings, and employee meetings. Mr. Laws does not receive compensation from his involvement with
16 Days, Inc. and spends approximately 5% of his time per month in this capacity.
Item 5 – Additional Compensation
Mr. Laws has additional business activities where compensation is received that are detailed in Item 4 above.
Item 6 – Supervision
Mr. Laws serves as the CEO, Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief
Compliance Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or
unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 17
Form ADV Part 2B – Brochure Supplement
for
Jenna R. Laws, CFA®, CFP®
Chief Compliance Officer
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jenna
R. Laws (CRD# 5680395) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the
“Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you
have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement,
please contact us at (715) 344-9496.
Additional information about Ms. Laws is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 5680395.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 18
Item 2 – Educational Background and Business Experience
Jenna R. Laws, CFA®, CFP®, born in 1985, is dedicated to advising Clients of Evexia Wealth as the Chief Compliance
Officer. Ms. Laws majored in Economics with a minor in Finance from the University of Florida in 2007. Additional
information regarding Ms. Laws’ employment history is included below.
Employment History:
Vice President & Board Member, 16 Days, Inc.
Chief Compliance Officer, Evexia Wealth, LLC
Co-Founder, Evexia Accounting, LLC
Wealth Advisor, Thrivent Advisor Network, LLC d/b/a Evexia Wealth
Financial Advisor, Thrivent Investment Management, Inc.
07/2024 to Present
01/2023 to Present
11/2022 to Present
09/2019 to 02/2023
09/2009 to 09/2019
Chartered Financial Analyst (“CFA®”)
The Chartered Financial Analyst (“CFA®”) charter is a professional designation established in 1962 and awarded by
CFA® Institute. To earn the CFA® charter, candidates must pass three sequential, six-hour examinations over two to
four years. The three levels of the CFA® Program test a wide range of investment topics, including ethical and
professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and
wealth planning. In addition, CFA® charterholders must have at least four years of acceptable professional experience
in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to
the CFA® Institute Code of Ethics and Standards of Professional Conduct. CFA® is a trademark owned by CFA®
Institute.
CERTIFIED FINANCIAL PLANNER™ (“CFP®”)
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP® (with flame design) marks
(collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial
Planner Board of Standards, Inc. (“CFP® Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to
hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard
of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that
govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP®
certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
● Education – Complete an advanced college-level course of study addressing the financial planning subject
areas that CFP® Board’s studies have determined as necessary for the competent and professional delivery
of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States
college or university (or its equivalent from a foreign university). CFP® Board’s financial planning subject
areas include insurance planning and risk management, employee benefits planning, investment planning,
income tax planning, retirement planning, and estate planning;
● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case
studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and
apply one’s knowledge of financial planning to real world circumstances;
● Experience – Complete at least three years of full-time financial planning-related experience (or the
equivalent, measured as 2,000 hours per year); and
● Ethics – Agree to be bound by CFP® Board’s Standards of Professional Conduct, a set of documents outlining
the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to
maintain the right to continue to use the CFP® marks:
● Continuing Education – Complete 30 hours of continuing education hours every two years, including two
hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain
competence and keep up with developments in the financial planning field; and
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 19
● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards
prominently require that CFP® professionals provide financial planning services at a fiduciary standard of
care. This means CFP® professionals must provide financial planning services in the best interests of their
clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP® Board’s
enforcement process, which could result in suspension or permanent revocation of their CFP® certification.
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Ms. Laws. Ms. Laws has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims
or administrative proceedings against Ms. Laws.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud;
false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or
extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or
disciplinary events to disclose regarding Ms. Laws.
However, we do encourage you to independently view the background of Ms. Laws on the Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 5680395.
Item 4 – Other Business Activities
Insurance Agency Affiliations
Ms. Laws is also a licensed insurance professional. Implementations of insurance recommendations are separate
and apart from Ms. Laws’ role with Evexia Wealth. As an insurance professional, Ms. Laws will receive customary
commissions and other related revenues from the various insurance companies whose products are sold. Ms. Laws
is not required to offer the products of any particular insurance company. Commissions generated by insurance sales
do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of
the insurance companies. Clients are under no obligation to implement any recommendations made by Ms. Laws or
the Advisor. Ms. Laws spends approximately 10% of her time per month in this capacity.
Evexia Accounting, LLC
Ms. Laws is also a Co-Founder of Evexia Accounting, LLC (“Evexia Accounting”). Evexia Accounting provides tax
and accounting services. Ms. Laws may recommend that Clients utilize the services of Evexia Accounting, which are
separate and distinct from the advisory services provided by the Advisor. The tax and accounting services through
Evexia Accounting are provided as a separate service and fee. Clients are under no obligation to utilize the services
offered by Evexia Accounting. Ms. Laws spends approximately 10% of her time per month in this capacity.
16 Days, Inc.
Ms. Laws is also a Vice President and Board Member of 16 Days, Inc. a 501(c)(3) NICU charity. The mission of 16
Days, Inc.is to give the gift of time to parents with critically ill babies in the NICU in the form of 16 day grants, freeing
parents from the burden of choosing between paying bills and being with their babies. Ms. Laws is responsible for
the charity’s vision, board meetings, and employee meetings. Ms. Laws does not receive compensation from her
involvement with 16 Days, Inc. and spends approximately 5% of her time per month in this capacity.
Item 5 – Additional Compensation
Ms. Laws has additional business activities where compensation is received that are detailed in Item 4 above.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 20
Item 6 – Supervision
Ms. Laws serves as the Chief Compliance Officer of Evexia Wealth. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or
unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 21
Form ADV Part 2B – Brochure Supplement
for
Joseph T. Watson, CFP®
Wealth Coach
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Joseph
T. Watson (CRD# 4710432) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or
the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if
you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement,
please contact us at (715) 344-9496.
Additional information about Mr. Watson is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4710432.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 22
Item 2 – Educational Background and Business Experience
Joseph T. Watson, born in 1971, is dedicated to advising Clients of Evexia Wealth as a Wealth Coach. Mr. Watson
earned a BA - Public Relations from the University of Wisconsin - Whitewater in 1996. Additional information
regarding Mr. Watson’s employment history is included below.
Employment History:
Wealth Coach, Evexia Wealth, LLC
Wealth Coach, Thrivent Advisor Network, LLC d/b/a Evexia Wealth
Registered Representative, Purshe Kaplan Sterling Investments, Inc.
Financial Advisor, Thrivent Investment Management Inc.
01/2023 to Present
11/2020 to 02/2023
01/2021 to 01/2023
10/2003 to 01/2021
Certified Financial Planner™ (“CFP®”)
The Certified Financial Planner™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the
“CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner™ Board
of Standards, Inc. (“CFP® Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to
hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard
of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that
govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP®
certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
● Education – Complete an advanced college-level course of study addressing the financial planning subject
areas that CFP® Board’s studies have determined as necessary for the competent and professional delivery
of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States
college or university (or its equivalent from a foreign university). CFP® Board’s financial planning subject
areas include insurance planning and risk management, employee benefits planning, investment planning,
income tax planning, retirement planning, and estate planning;
● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case
studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and
apply one’s knowledge of financial planning to real-world circumstances;
● Experience – Complete at least three years of full-time financial planning-related experience (or the
equivalent, measured as 2,000 hours per year); and
● Ethics – Agree to be bound by CFP® Board’s Standards of Professional Conduct, a set of documents outlining
the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to
maintain the right to continue to use the CFP® marks:
● Continuing Education – Complete 30 hours of continuing education hours every two years, including two
hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain
competence and keep up with developments in the financial planning field; and
● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards
prominently require that CFP® professionals provide financial planning services at a fiduciary standard of
care. This means CFP® professionals must provide financial planning services in the best interests of their
clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP® Board’s
enforcement process, which could result in suspension or permanent revocation of their CFP®.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 23
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Watson. Mr. Watson has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims
or administrative proceedings against Mr. Watson.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud;
false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or
extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or
disciplinary events to disclose regarding Mr. Watson.
However, we do encourage you to independently view the background of Mr. Watson on the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD#
4710432.
Item 4 – Other Business Activities
Insurance Agency Affiliations
Mr. Watson is also a licensed insurance professional. Implementations of insurance recommendations are separate
and apart from Mr. Watson’s role with Evexia Wealth. As an insurance professional, Mr. Watson will receive
customary commissions and other related revenues from the various insurance companies whose products are sold.
Mr. Watson is not required to offer the products of any particular insurance company. Commissions generated by
insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending
certain products of the insurance companies. Clients are under no obligation to implement any recommendations
made by Mr. Watson or the Advisor. Mr. Watson spends approximately 10% of his time per month in this capacity.
Item 5 – Additional Compensation
Mr. Watson has additional business activities where compensation is received that are detailed in Item 4 above.
Item 6 – Supervision
Mr. Watson serves as a Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance
Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or
unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 24
Form ADV Part 2B – Brochure Supplement
for
Justin W. Kelly, CAIA®, MSF
Investment Analyst
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Justin
W. Kelly (CRD# 5640066) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the
“Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you
have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement,
please contact us at (715) 344-9496.
Additional information about Mr. Kelly is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5640066.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 25
Item 2 – Educational Background and Business Experience
Justin W. Kelly, CAIA®, MSF, born in 1985, is dedicated to advising Clients of Evexia Wealth as the Chief Investment
Officer. Mr. Kelly earned a Masters of Science in Finance from Pacific University in 2017. Mr. Kelly also earned a
Bachelor of Arts from Pacific Lutheran University in 2009. Additional information regarding Mr. Kelly’s employment
history is included below.
Employment History:
Chief Investment Officer, Evexia Wealth, LLC
Investment Analyst, Thrivent Advisor Network, LLC d/b/a Evexia Wealth
Financial Associate, Thrivent Investment Management, Inc.
Analyst, Swickward Management Company
Analyst, BMO
Financial Advisor, Edward Jones
01/2023 to Present
01/2021 to 01/2023
06/2017 to 01/2021
04/2017 to 06/2017
06/2012 to 03/2017
02/2009 to 02/2011
Chartered Alternative Investment Analyst™ (“CAIA®”)
The CAIA® designation, recognized globally, is administered by the Chartered Alternative Investment Analyst ™
Association and requires a comprehensive understanding of core and advanced concepts regarding alternative
investments, structures, and ethical obligations. To qualify for the CAIA® designation, finance professionals must
complete a self-directed, comprehensive course of study on risk-return attributes of institutional quality alternative
assets; pass both the Level I and Level II CAIA® examinations at global, proctored testing centers; attest annually to
the terms of the Member Agreement; and hold a US bachelor's degree (or equivalent) plus have at least one year of
professional experience or have four years of professional experience. Professional experience includes full-time
employment in a professional capacity within the regulatory, banking, financial, or related fields. Once a qualified
candidate completes the CAIA® program, he or she may apply for CAIA® membership and the right to use the CAIA®
designation, providing an opportunity to access ongoing educational opportunities.
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Kelly. Mr. Kelly has never been involved
in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or
administrative proceedings against Mr. Kelly.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud;
false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or
extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or
disciplinary events to disclose regarding Mr. Kelly.
However, we do encourage you to independently view the background of Mr. Kelly on the Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5640066.
Item 4 – Other Business Activities
Mr. Kelly is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mr. Kelly does not have any
other business activities.
Item 5 – Additional Compensation
Mr. Kelly is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mr. Kelly does not receive any
additional forms of compensation.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 26
Item 6 – Supervision
Mr. Kelly serves as the Chief Investment Officer of Evexia Wealth and is supervised by Jenna Laws, the Chief
Compliance Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or
unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 27
Form ADV Part 2B – Brochure Supplement
for
Jessica A. Henrickson
Wealth Coach
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of
Jessica A. Henrickson (CRD# 767688) in addition to the information contained in the Evexia Wealth, LLC (“Evexia
Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure
Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this
Brochure Supplement, please contact us at (715) 344-9496.
Additional information about Mrs. Henrickson is available on the SEC’s Investment Adviser Public Disclosure
website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 767688.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 28
Item 2 – Educational Background and Business Experience
Jessica A. Henrickson, born in 1986, is dedicated to advising Clients of Evexia Wealth as a Wealth Coach. Mrs.
Henrickson earned a B.S. Finance and B.S. Anthropology from Linfield College in 2008. Additional information
regarding Mrs. Henrickson’s employment history is included below.
Employment History:
Wealth Coach, Evexia Wealth, LLC
Wealth Coach in Training, Thrivent Advisor Network, LLC
Senior Investment Associate, BMO Family Office
01/2023 to Present
10/2022 to 12/2022
06/2012 to 10/2022
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mrs. Henrickson. Mrs. Henrickson has
never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits,
arbitration claims or administrative proceedings against Mrs. Henrickson.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes;
fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery,
counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no
legal, civil or disciplinary events to disclose regarding Mrs. Henrickson.
However, we do encourage you to independently view the background of Mrs. Henrickson on the Investment
Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual
CRD# 767688.
Item 4 – Other Business Activities
Mrs. Henrickson is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mrs. Henrickson does
not have any other business activities.
Item 5 – Additional Compensation
Mrs. Henrickson is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mrs. Henrickson does
not receive any additional forms of compensation.
Item 6 – Supervision
Mrs. Henrickson serves as a Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief
Compliance Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced
or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 29
Form ADV Part 2B – Brochure Supplement
for
Jacob D. Bartz, CFP®
Director of Strategy
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jacob
D. Bartz, CFP®, (CRD# 8038294) in addition to the information contained in the Evexia Wealth, LLC (“Evexia
Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure
Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this
Brochure Supplement, please contact us at (715) 344-9496.
Additional information about Mr. Bartz is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 8038294.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 30
Item 2 – Educational Background and Business Experience
Jacob D. Bartz, CFP®, born in 1984, is dedicated to advising Clients of Evexia Wealth as a Director of Strategy. Mr.
Bartz earned an MBA from Creighton University in 2021. Mr. Bartz also earned a Bachelors of Music from
Minnesota State University, Moorhead in 2007. Additional information regarding Mr. Bartz’s employment history is
included below.
Employment History:
Director of Strategy, Evexia Wealth, LLC
Director of Strategy, Thrivent Advisory Network d/b/a Evexia Wealth
ERISA Consultant, Goldleaf Partners
01/2023 to Present
08/2020 to 12/2022
09/2014 to 08/2020
CERTIFIED FINANCIAL PLANNER™ (“CFP®”)
The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks
(collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED
FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to
hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high
standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical
requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have
obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
● Education – Complete an advanced college-level course of study addressing the financial planning subject
areas that CFP Board’s studies have determined as necessary for the competent and professional delivery
of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States
college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject
areas include insurance planning and risk management, employee benefits planning, investment planning,
income tax planning, retirement planning, and estate planning;
● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case
studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues
and apply one’s knowledge of financial planning to real-world circumstances;
● Experience – Complete at least three years of full-time financial planning-related experience (or the
equivalent, measured as 2,000 hours per year); and
● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents
outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order
to maintain the right to continue to use the CFP® marks:
● Continuing Education – Complete 30 hours of continuing education hours every two years, including two
hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain
competence and keep up with developments in the financial planning field; and
● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards
prominently require that CFP® professionals provide financial planning services at a fiduciary standard of
care. This means CFP® professionals must provide financial planning services in the best interests of their
clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s
enforcement process, which could result in suspension or permanent revocation of their CFP®.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 31
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Bartz. Mr. Bartz has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims
or administrative proceedings against Mr. Bartz.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes;
fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery,
counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no
legal, civil or disciplinary events to disclose regarding Mr. Bartz.
However, we do encourage you to independently view the background of Mr. Bartz on the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD#
8038294.
Item 4 – Other Business Activities
JD Properties of Minnesota Inc.
Mr. Bartz is the President and CEO of JD Properties of Minnesota Inc., a business that owns and operates rental
properties. Mr. Bartz spends approximately 5% of his time per month in this capacity.
Item 5 – Additional Compensation
Mr. Bartz has additional business activities where compensation is received that are detailed in Item 4 above.
Item 6 – Supervision
Mr. Bartz serves as the Director of Strategy of Evexia Wealth and is supervised by Jenna Laws, the Chief
Compliance Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced
or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 32
Form ADV Part 2B – Brochure Supplement
for
Kyler R. Ernst
Junior Analyst
Effective: July 18, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Kyler
R. Ernst (CRD# 8083606) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or
the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if
you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement,
please contact us at (715) 344-9496.
Additional information about Ms. Ernst is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 8083606.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 33
Item 2 – Educational Background and Business Experience
Kyler R. Ernst, born in 2002, is dedicated to advising Clients of Evexia Wealth as a Junior Analyst. Ms. Ernst
earned her Bachelor’s in Finance from University of Wisconsin - Stevens Point in 2025. Additional information
regarding Ms. Ernst’s employment history is included below.
Employment History:
Junior Analyst, Evexia Wealth, LLC
Organist, St. Michael's Lutheran Church
Accounting Intern, Evexia Accounting, LLC
Supply Chain Intern, Dairyland Power Cooperative
Lifeguard, University of Wisconsin - Stevens Point Aquatics Center
Bartender/Waitress, Stockyards Bar and Grill
Lifeguard, Winona Family YMCA
Runner, Vino Over the Valley
04/2025 to Present
05/2021 to Present
02/2024 to 04/2025
05/2024 to 06/2024
09/2023 to 05/2024
04/2022 to 09/2022
07/2020 to 08/2023
04/2018 to 08/2021
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Ms. Ernst. Ms. Ernst has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims
or administrative proceedings against Ms. Ernst.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes;
fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery,
counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no
legal, civil or disciplinary events to disclose regarding Ms. Ernst.
However, we do encourage you to independently view the background of Ms. Ernst on the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD#
8083606.
Item 4 – Other Business Activities
St. Michael's Lutheran Church
Ms. Ernst is also an Organist for St. Michael’s Lutheran Church. Ms. Ernst plays the organ for St. Michael’s
Lutheran Church, and is compensated for her performances. Ms. Ernst spends less than 5% of her time per month
in this capacity.
Item 5 – Additional Compensation
Ms. Ernst has additional business activities where compensation is received that are detailed in Item 4 above.
Item 6 – Supervision
Ms. Ernst serves as a Junior Analyst of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance
Officer. Ms. Laws can be reached at (715) 344-9496.
Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised
Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to
regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised
Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced
or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to
provide various reports regarding the business activities and assets of the Advisor.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 34
Privacy Policy
Effective: July 18, 2025
Our Commitment to You
Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”) is committed to safeguarding the use of personal information
of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in
our Privacy Policy (“Policy”).
Our relationship with you is our most important asset. We understand that you have entrusted us with your private
information, and we do everything that we can to maintain that trust. Evexia Wealth (also referred to as "we", "our"
and "us”) protects the security and confidentiality of the personal information we have and implements controls to
ensure that such information is used for proper business purposes in connection with the management or servicing
of our relationship with you.
Evexia Wealth does not sell your non-public personal information to anyone. Nor do we provide such information to
others except for discrete and reasonable business purposes in connection with the servicing and management of
our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set forth
in this Policy.
Why you need to know?
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing
your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how
we collect, share, and protect your personal information.
What information do we collect from you?
Driver’s license number
Date of birth
Social security or taxpayer identification number Assets and liabilities
Name, address and phone number[s]
Income and expenses
E-mail address[es]
Investment activity
Account information (including other institutions)
Investment experience and goals
What Information do we collect from other sources?
Custody, brokerage and advisory agreements
questionnaires
and
suitability
Other advisory agreements and legal documents
Account applications and forms
Investment
documents
Transactional information with us or others
Other information needed to service account
How do we protect your information?
To safeguard your personal information from unauthorized access and use we maintain physical, procedural and
electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a
secure office environment. Our technology vendors provide security and access control over personal information
and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s
personal information.
We require third parties that assist in providing our services to you to protect the personal information they receive
from us.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
Page 35
How do we share your information?
An RIA shares Client personal information to effectively implement its services. In the section below, we list some
reasons we may share your personal information.
Basis For Sharing
Do we share?
Can you limit?
Yes
No
to: processing
Servicing our Clients
We may share non-public personal information with non-affiliated third
parties (such as administrators, brokers, custodians, regulators, credit
agencies, other financial institutions) as necessary for us to provide agreed
upon services to you, consistent with applicable law, including but not
transactions; general account maintenance;
limited
responding to regulators or legal investigations; and credit reporting.
No
Not Shared
Marketing Purposes
Evexia Wealth does not disclose, and does not intend to disclose, personal
information with non-affiliated third parties to offer you services. Certain
laws may give us the right to share your personal information with financial
institutions where you are a customer and where Evexia Wealth or the
client has a formal agreement with the financial institution. We will only
share information for purposes of servicing your accounts, not for
marketing purposes.
Yes
Yes
Authorized Users
Your non-public personal information may be disclosed to you and persons
that we believe to be your authorized agent[s] or representative[s].
No
Not Shared
Information About Former Clients
Evexia Wealth does not disclose and does not intend to disclose, non-
public personal information to non-affiliated third parties with respect to
persons who are no longer our Clients.
Changes to our Privacy Policy
We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.
Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the
previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal
information other than as described in this notice unless we first notify you and provide you with an opportunity to
prevent the information sharing.
Any Questions?
You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting
us at (715) 344-9496 or via email at myteam@evexiawealth.com.
Evexia Wealth, LLC
1265 Main Street, Suite 105, Stevens Point, WI 54481
Phone: (715) 344-9496 | Website: https://evexiawealth.com
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