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Evensky & Katz/Foldes Wealth Management CRD 109698
$3.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2019-08-05 |
Branch Locations
3223 S Loop 289 Suite 220, Lubbock, TX 79423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evensky & Katz/Foldes Financial Wealth Management | Lubbock | TX | 08/2019 | 08/2021 |
| Evensky & Katz/Foldes Financial Wealth Management | Lubbock | TX | 01/2018 | 08/2019 |
| Evensky & Katz/Foldes Financial Wealth Management | Lubbock | TX | 05/2017 | 12/2017 |
| Texas Tech University | Lubbock | TX | 08/2013 | 12/2017 |
| Evensky & Katz/Foldes Financial Wealth Management | Lubbock | TX | 08/2021 | 02/2025 |
| Evensky & Katz/Foldes Financial Wealth Management | Lubbock | TX | 02/2025 | Present |
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