Investment adviser · CRD 109698

EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT

Investment adviser filing (IA)

EVENSKY & KATZ, LLC

CORAL GABLES, FL, United States · Form ADV filed Mar 19, 2026

Regulatory AUM
$3.21B
Form ADV · Item 5.F
Client accounts
5,801
Accounts, not individual clients
Employees
44
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals763$2,899,987,15290.3%
Individuals402$141,617,3564.4%
Charities8$76,173,6142.4%
Corporations & businesses11$51,066,0551.6%
Retirement plans4$40,981,2281.3%
Filing source

Form ADV 2073982 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4000 PONCE DE LEON BOULEVARD, SUITE 850
CORAL GABLES, FL, 33146, United States

CRD 109698

Filing source

Form ADV 2073982 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.