EVENSKY & KATZ, LLC
Legal name: EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
CRD #109698 SEC #801-60104 CORAL GABLES, FL 305-448-8882
SEC Registered
Total AUM
$3.1B
Discretionary
$3.1B
Employees
38
Clients
251
Accounts
5,522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.1B | $3.1B | $0 | 38 | 0 |
| Aug 2025 | $3.1B | $3.1B | $0 | 38 | 0 |
| Apr 2025 | $3.1B | $3.1B | $0 | 38 | 0 |
| Mar 2025 | $3.1B | $3.1B | $0 | 38 | 0 |
| Sep 2024 | $2.9B | $2.9B | $0 | 38 | 0 |
| Mar 2024 | $2.9B | $2.9B | $0 | 38 | 0 |
| Oct 2023 | $2.6B | $2.6B | $0 | 38 | 0 |
| May 2023 | $2.6B | $2.6B | $0 | 38 | 0 |
| Apr 2023 | $2.6B | $2.6B | $0 | 38 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 38 | 0 |
| Sep 2022 | $2.7B | $2.7B | $2.4M | 35 | 0 |
| May 2022 | $2.7B | $2.7B | $2.4M | 35 | 0 |
| Mar 2022 | $2.7B | $2.7B | $2.4M | 35 | 0 |
| Mar 2021 | $2.4B | $2.4B | $2.9M | 31 | 0 |
| Nov 2020 | $2.1B | $2.1B | $1.7M | 30 | 0 |
| Apr 2020 | $2.1B | $2.1B | $1.7M | 30 | 0 |
| Mar 2020 | $2.1B | $2.1B | $1.7M | 30 | 0 |
| Aug 2019 | $1.7B | $1.7B | $2.6M | 30 | 0 |
| Aug 2019 | $1.7B | $1.7B | $2.6M | 30 | 0 |
| Mar 2019 | $1.7B | $1.7B | $2.6M | 30 | 0 |
| Mar 2018 | $1.8B | $1.8B | $2.6M | 19 | 0 |
| Aug 2017 | $1.6B | $1.6B | $2.1M | 28 | 867 |
| Jun 2017 | $1.6B | $1.6B | $2.1M | 28 | 867 |
| Mar 2017 | $1.6B | $1.6B | $2.1M | 28 | 867 |
| Mar 2017 | $1.6B | $1.6B | $2.1M | 28 | 867 |
| Jan 2017 | $1.6B | $1.6B | $2.1M | 28 | 867 |
| Jun 2016 | $1.5B | $1.5B | $1.1M | 28 | 853 |
| Jan 2016 | $1.4B | $1.4B | $1.9M | 28 | 853 |
| Jul 2015 | $1.6B | $1.6B | $6M | 25 | 900 |
| Jun 2015 | $1.6B | $1.6B | $6M | 25 | 900 |
| Apr 2015 | $1.6B | $1.6B | $0 | 25 | 800 |
| Feb 2015 | $1.6B | $1.6B | $0 | 25 | 800 |
| Sep 2014 | $1.5B | $1.5B | $20.5M | 25 | 800 |
| Jul 2014 | $1.5B | $1.5B | $20.5M | 25 | 800 |
| Mar 2014 | $904M | $901M | $3M | 14 | 300 |
| Aug 2013 | $759.1M | $747.6M | $11.5M | 13 | 300 |
| May 2013 | $759.1M | $747.6M | $11.5M | 13 | 300 |
| Feb 2013 | $759.1M | $747.6M | $11.5M | 13 | 300 |
| Oct 2012 | $757M | $741M | $16M | 11 | 300 |
| Sep 2012 | $757M | $741M | $16M | 11 | 300 |
| Feb 2012 | $757M | $741M | $16M | 11 | 300 |
| Feb 2012 | $757M | $741M | $16M | 11 | 300 |
| Aug 2011 | $658.7M | $653.3M | $5.3M | -- | -- |
| Mar 2011 | $658.7M | $653.3M | $5.3M | -- | -- |
| Feb 2011 | $658.7M | $653.3M | $5.3M | -- | -- |
| Nov 2010 | $644M | $639M | $5M | -- | -- |
| Feb 2009 | $460M | $439M | $21M | -- | -- |
| Jan 2008 | $552M | $515M | $37M | 10 | -- |
| Sep 2007 | $527.6M | $500.5M | $27.1M | -- | -- |
| Aug 2007 | $527.6M | $500.5M | $27.1M | -- | -- |
| May 2007 | $500.3M | $465.2M | $35.2M | -- | -- |
| Jan 2007 | $500.3M | $465.2M | $35.2M | -- | -- |
| Feb 2006 | $474.3M | $420.8M | $53.5M | 10 | -- |
| Jun 2005 | $428M | $375M | $53M | 10 | -- |
| May 2004 | $385.2M | $339.9M | $45.2M | 10 | -- |
| Mar 2002 | $300M | $300M | $0 | 10 | -- |
| Aug 2001 | $299M | $293M | $6M | 10 | -- |
DateDec 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees38
Clients0
DateAug 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees38
Clients0
DateApr 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees38
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees38
Clients0
DateSep 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees38
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees38
Clients0
DateOct 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients0
DateMay 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$2.4M
Employees35
Clients0
DateMay 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$2.4M
Employees35
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$2.4M
Employees35
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.9M
Employees31
Clients0
DateNov 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$1.7M
Employees30
Clients0
DateApr 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$1.7M
Employees30
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$1.7M
Employees30
Clients0
DateAug 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.6M
Employees30
Clients0
DateAug 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.6M
Employees30
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$2.6M
Employees30
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$2.6M
Employees19
Clients0
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.1M
Employees28
Clients867
DateJun 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.1M
Employees28
Clients867
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.1M
Employees28
Clients867
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.1M
Employees28
Clients867
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$2.1M
Employees28
Clients867
DateJun 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.1M
Employees28
Clients853
DateJan 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.9M
Employees28
Clients853
DateJul 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6M
Employees25
Clients900
DateJun 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6M
Employees25
Clients900
DateApr 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees25
Clients800
DateFeb 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees25
Clients800
DateSep 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$20.5M
Employees25
Clients800
DateJul 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$20.5M
Employees25
Clients800
DateMar 2014
Total AUM$904M
Discretionary$901M
Non-Disc.$3M
Employees14
Clients300
DateAug 2013
Total AUM$759.1M
Discretionary$747.6M
Non-Disc.$11.5M
Employees13
Clients300
DateMay 2013
Total AUM$759.1M
Discretionary$747.6M
Non-Disc.$11.5M
Employees13
Clients300
DateFeb 2013
Total AUM$759.1M
Discretionary$747.6M
Non-Disc.$11.5M
Employees13
Clients300
DateOct 2012
Total AUM$757M
Discretionary$741M
Non-Disc.$16M
Employees11
Clients300
DateSep 2012
Total AUM$757M
Discretionary$741M
Non-Disc.$16M
Employees11
Clients300
DateFeb 2012
Total AUM$757M
Discretionary$741M
Non-Disc.$16M
Employees11
Clients300
DateFeb 2012
Total AUM$757M
Discretionary$741M
Non-Disc.$16M
Employees11
Clients300
DateAug 2011
Total AUM$658.7M
Discretionary$653.3M
Non-Disc.$5.3M
Employees--
Clients--
DateMar 2011
Total AUM$658.7M
Discretionary$653.3M
Non-Disc.$5.3M
Employees--
Clients--
DateFeb 2011
Total AUM$658.7M
Discretionary$653.3M
Non-Disc.$5.3M
Employees--
Clients--
DateNov 2010
Total AUM$644M
Discretionary$639M
Non-Disc.$5M
Employees--
Clients--
DateFeb 2009
Total AUM$460M
Discretionary$439M
Non-Disc.$21M
Employees--
Clients--
DateJan 2008
Total AUM$552M
Discretionary$515M
Non-Disc.$37M
Employees10
Clients--
DateSep 2007
Total AUM$527.6M
Discretionary$500.5M
Non-Disc.$27.1M
Employees--
Clients--
DateAug 2007
Total AUM$527.6M
Discretionary$500.5M
Non-Disc.$27.1M
Employees--
Clients--
DateMay 2007
Total AUM$500.3M
Discretionary$465.2M
Non-Disc.$35.2M
Employees--
Clients--
DateJan 2007
Total AUM$500.3M
Discretionary$465.2M
Non-Disc.$35.2M
Employees--
Clients--
DateFeb 2006
Total AUM$474.3M
Discretionary$420.8M
Non-Disc.$53.5M
Employees10
Clients--
DateJun 2005
Total AUM$428M
Discretionary$375M
Non-Disc.$53M
Employees10
Clients--
DateMay 2004
Total AUM$385.2M
Discretionary$339.9M
Non-Disc.$45.2M
Employees10
Clients--
DateMar 2002
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$299M
Discretionary$293M
Non-Disc.$6M
Employees10
Clients--