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EVOKE ADVISORS
Legal name: EVOKE WEALTH, LLC
CRD 300856File 801-115290
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.29B
Top 10% of cohort (national)
Discretionary AUM
$14.42B
Non-discretionary $2.86B
Clients
950
12,528 accounts
Employees
96
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 13, 2019
- Principal office
- 2121 AVENUE OF THE STARS, LOS ANGELES, CA, 90067
- Phone
- 424-372-1776
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.29B
- Discretionary AUM
- $14.42B
- Non-discretionary AUM
- $2.86B
- Discretionary accounts
- 11,168
- Non-discretionary accounts
- 1,360
- Total accounts
- 12,528
- AUM per client
- $18.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $224.8M |
| Charitable organizations | 29 | $1.24B |
| High net worth individuals | 874 | $12.08B |
| Pooled investment vehicles | 23 | $2.97B |
| Pension and profit sharing plans | 20 | $492.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ADMIN SERVICE, FINANCIAL PLANNING,SUB-ADVISORY FEES,TAX PLANNIN
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 968 | 950 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.