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EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

CORAL GABLES, FL · CRD 109698 · IAPD ↗ · evensky.com · 305-448-8882

$3.21BRegulatory AUM
4Advisory reps
44Employees
0Clients
251-500Planning clients
0Private funds
26States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT shrank from 20 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.