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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 Sep 4, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 968 | 950 | decreased by18 |
| Apr 1, 2026 | Employees | 99 | 96 | decreased by3 |
| Apr 1, 2026 | Clients | 946 | 968 | increased by22 |
| Apr 1, 2026 | AUM | $27,695,485,582 | $17,287,265,124 | decreased by$10,408,220,458 |
| Apr 1, 2026 | Accounts | 12,365 | 12,528 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 99 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 634 | 946 | increased by312 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,457,397,195 | $27,695,485,582 | increased by$17,238,088,387 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,415 | 12,365 | increased by5,950 |
| Apr 1, 2022 | Employees | 34 | 44 | increased by10 |
| Apr 1, 2022 | Clients | 490 | 634 | increased by144 |
| Apr 1, 2022 | AUM | $7,703,721,854 | $10,457,397,195 | increased by$2,753,675,341 |
| Apr 1, 2022 | Accounts | 1,774 | 6,415 | increased by4,641 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVOKE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVOKE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.