RIA Intel›Advisers›Washington›EVOKE FINANCIAL SERVICES, LLC

EVOKE FINANCIAL SERVICES, LLC

Advisory

WA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Average account

$473K

across 92 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$33M

Non-Discretionary AUM$10M

Discretionary %76.7%

Total Clients99

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

99 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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