Investment adviser · CRD 300856
EVOKE ADVISORS
EVOKE WEALTH, LLC
LOS ANGELES, CA, United States · Form ADV filed Mar 28, 2025
- Regulatory AUM
- $27.7B Form ADV · Item 5.F
- Client accounts
- 12,365 Accounts, not individual clients
- Employees
- 99 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $10,457,397,195 | 44 | Mar 31, 2022 |
| 2022 | $10,205,202,435 | 46 | Mar 29, 2023 |
| 2023 | $13,362,939,383 | 63 | Mar 28, 2024 |
| 2024 | $27,695,485,582 | 99 | Mar 28, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 15 | $12,317,646,744 | 44.5% |
| High-net-worth individuals | 859 | $10,511,128,889 | 38.0% |
| Pooled investment vehicles | 22 | $2,570,233,470 | 9.3% |
| Charities | 27 | $1,053,239,158 | 3.8% |
| Other clients | 14 | $1,030,084,441 | 3.7% |
| Corporations & businesses | 8 | $213,104,182 | 0.8% |
| Individuals | Fewer than 5 | $48,698 | 0.0% |
Filing source
Form ADV 1955359 · Mar 28, 2025 · Item 5.D
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
22 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
EVOKE PRIVATE EQUITY OPPORTUNITIES FUND I, LPOther Private Fund$70.5MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1395157936
- Reported beneficial owners
- 130
- Minimum commitment
- $500K
- Form D file number
- 021-474741
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE INNOVATION FUND I, LPOther Private Fund$70.2MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-6082874501
- Reported beneficial owners
- 167
- Minimum commitment
- $500K
- Form D file number
- 021-433601
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE ROYALTY SOLUTIONS FUNDOther Private Fund$59.1MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-4817933282
- Reported beneficial owners
- 169
- Minimum commitment
- $500K
- Form D file number
- 021-356502
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE OPPORTUNISTIC REAL ESTATE FUND I, LPOther Private Fund$57.6MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-4612729185
- Reported beneficial owners
- 113
- Minimum commitment
- $500K
- Form D file number
- 021-436418
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE SOFTWARE BUYOUT FUND (MAINSAIL VI), LPOther Private Fund$49.5MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-2271048784
- Reported beneficial owners
- 132
- Minimum commitment
- $500K
- Form D file number
- 021-439734
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE HEALTHCARE REAL ESTATE FUND I (HP IV), LPReal Estate Fund$49.1MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1120299945
- Reported beneficial owners
- 123
- Minimum commitment
- $500K
- Form D file number
- 021-430838
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EVOKE REAL ESTATE CREDIT FUND 1, LPReal Estate Fund$49.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1105878221
- Reported beneficial owners
- 84
- Minimum commitment
- $500K
Form ADV 1955359 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Oct 18, 2024 · previous imported filing
- Regulatory AUM$27,463,129,501 → $27,695,485,582
- Client accounts12,195 → 12,365
- Employees92 → 99
Filing source
Form ADV 1955359 · Mar 28, 2025 · Items 1 & 5
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $12.5B
- Non-discretionary
- $15.2B
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
10635 SANTA MONICA BLVD., SUITE 240LOS ANGELES, CA, 90025, United States
CRD 300856
Filing source
Form ADV 1955359 · Mar 28, 2025 · Items 1 & 5
Reported by EVOKE WEALTH, LLC (CRD 300856).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.