EVOKE WEALTH, LLC
Legal name: EVOKE ADVISORS
CRD #300856 SEC #801-115290 LOS ANGELES, CA 424-372-1776
SEC Registered Private Funds
Total AUM
$27.7B
Discretionary
$12.5B
Employees
99
Clients
51
Accounts
12,365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Nov 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Jul 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Jun 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Jun 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Mar 2025 | $27.7B | $12.5B | $15.2B | 99 | 1 |
| Oct 2024 | $27.5B | $12.2B | $15.2B | 92 | 1 |
| Oct 2024 | $27.5B | $12.2B | $15.2B | 92 | 1 |
| Aug 2024 | $26.7B | $11.6B | $15B | 69 | 1 |
| Apr 2024 | $13.4B | $11B | $2.3B | 63 | 1 |
| Mar 2024 | $13.4B | $11B | $2.3B | 63 | 1 |
| May 2023 | $10.2B | $9.9B | $301.2M | 46 | 0 |
| Mar 2023 | $10.2B | $9.9B | $301.2M | 46 | 0 |
| May 2022 | $10.5B | $10B | $487.7M | 44 | 0 |
| Mar 2022 | $10.5B | $10B | $487.7M | 44 | 0 |
| Nov 2021 | $7.7B | $7.7B | $51M | 34 | 0 |
| Apr 2021 | $7.7B | $7.7B | $51M | 34 | 0 |
| Apr 2021 | $7.7B | $7.7B | $51M | 34 | 0 |
| Mar 2021 | $7.7B | $7.7B | $51M | 34 | 0 |
| Oct 2020 | $4.7B | $4.4B | $244.4M | 25 | 319 |
| Jun 2020 | $4.7B | $4.4B | $244.4M | 20 | 319 |
| Mar 2020 | $4.7B | $4.4B | $244.4M | 20 | 319 |
| Sep 2019 | $3.8B | $3.5B | $223.2M | 20 | 0 |
| May 2019 | $0 | $0 | $0 | 20 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateNov 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateJul 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateJun 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateJun 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateMar 2025
Total AUM$27.7B
Discretionary$12.5B
Non-Disc.$15.2B
Employees99
Clients1
DateOct 2024
Total AUM$27.5B
Discretionary$12.2B
Non-Disc.$15.2B
Employees92
Clients1
DateOct 2024
Total AUM$27.5B
Discretionary$12.2B
Non-Disc.$15.2B
Employees92
Clients1
DateAug 2024
Total AUM$26.7B
Discretionary$11.6B
Non-Disc.$15B
Employees69
Clients1
DateApr 2024
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.3B
Employees63
Clients1
DateMar 2024
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.3B
Employees63
Clients1
DateMay 2023
Total AUM$10.2B
Discretionary$9.9B
Non-Disc.$301.2M
Employees46
Clients0
DateMar 2023
Total AUM$10.2B
Discretionary$9.9B
Non-Disc.$301.2M
Employees46
Clients0
DateMay 2022
Total AUM$10.5B
Discretionary$10B
Non-Disc.$487.7M
Employees44
Clients0
DateMar 2022
Total AUM$10.5B
Discretionary$10B
Non-Disc.$487.7M
Employees44
Clients0
DateNov 2021
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$51M
Employees34
Clients0
DateApr 2021
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$51M
Employees34
Clients0
DateApr 2021
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$51M
Employees34
Clients0
DateMar 2021
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$51M
Employees34
Clients0
DateOct 2020
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$244.4M
Employees25
Clients319
DateJun 2020
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$244.4M
Employees20
Clients319
DateMar 2020
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$244.4M
Employees20
Clients319
DateSep 2019
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$223.2M
Employees20
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0