Evoke Wealth Management
Financial Services
Montclair, New Jersey, United States
7 employees
ABOVE
- Employees
- 7
- Contacts
- 1
- Emails
- 1
Evoke Wealth Management Overview
- Headquarters
- Montclair, New Jersey, United States
- Website
- www.evokewm.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2021
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Evoke Wealth Management
True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family, and the causes most important to you. This approach is what makes Evoke Wealth Management unique, and it requires intentional comprehensive planning. You deserve objective, actionable, and cost-effective financial advice driven by your goals. At Evoke, our experienced team builds deep relationships with you for life. We’re here to help you dream bigger, accomplish more, and maximize the impact your wealth has, both on your life and your legacy. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Evoke Wealth Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Evoke Wealth Management and Kestra IS are not affiliated. https://bit.ly/KF-Disclosures. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872. “CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”
Evoke Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Evoke Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jack Hickam | Student Athlete at Feliciano School | Oceanside, New York, United States |
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| Valbona Camaj | Operations Associate at Evoke Wealth |
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| Kristoffer Fu, Cfp®, Cepa©, Cpwa® | Helping Multigenerational Families Turn | Brea, California, United States |
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| Howard Reizun | Managing Partner-private Wealth Advisor | Livingston, New Jersey, United States |
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Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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