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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2018-07-27 |
| FL | RA | APPROVED | 2013-06-11 |
Branch Locations
4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States
10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States
2 disclosure categories 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 | Coral Gables | FL | 07/2014 | 11/2020 |
| Evensky & Katz/Foldes Financial | Bellevue | WA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-07 |
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