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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 | 2017-08-03 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evensky & Katz/Foldes Financial Wealth Management | Coral Gables | FL | 01/2016 | 08/2017 |
| Evensky & Katz/Foldes Financial Wealth Management | Coral Gables | FL | 08/2017 | 02/2020 |
| Evensky & Katz/Foldes Financial Wealth Management | Coral Gables | FL | 02/2020 | Present |
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