DBA: EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
| Total AUM | $3.21B |
| Discretionary | $3.21B100% of AUM |
| Client Accounts | 5,801 |
| Avg Account Size | $553K |
| Employees | 44 |
| Peak AUM | $3.21BMar 2026 |
| AUM CAGR | +10.0% /yrover 25 yrs · 95 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +2.4% | +6.7% | +6.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.21B |
| Discretionary | $3.21B |
| Employees | 44 |
| Client Accounts | 5801 |
| Client Range | 251-500 |
Address
4000 PONCE DE LEON BOULEVARD
CORAL GABLES FL 33146
Phone
305-448-8882
Filing History
95 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$3.2B
| $3.2B |
| +2.4% |
| +6.7% |
| +6.3% |
| Total Accounts | 6k | +5.1% | +4.6% | +5.1% |
| Avg Account Size | $553,322.773 | 2.5% | +2.0% | +1.1% |
| Employees | 44 | +15.8% | +5.0% | +7.3% |
| AUM / Employee | $73M | 11.6% | +1.6% | 0.9% |
Client AUM Segments | |||||
| Wealth AUM | $3.0B | 3.0% | +4.8% | +5.1% | |
| Institutional AUM | $168M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 402 | 26.5% | 9.3% | 0.3% | |
| Institutional | 23 | — | — | — | |
| Individuals | 763 | +19.8% | +12.5% | +6.0% | |