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

Clients

Accounts

12,365

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 1, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BISSERIER, DAMIEN, ADAM	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
BRIGHT, ERIC, SCOTT	I	MANAGING PARTNER	NA	Control
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
EAGLE, JANE, FRANCES	I	PRESIDENT AND CHIEF FINANCIAL OFFICER	NA
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
HOU, DAVID, CHIH	I	MANAGING PARTNER	NA	Control
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELLEY, TYLER, KLAYTON	I	CHIEF OPERATING OFFICER	NA
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	PARTNER	NA	Control
KELSO, DANIEL, ARLIN	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELSO, DANIEL, ARLIN	I	PARTNER	NA	Control
KELSO, DANIEL, ARLIN	I	PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
KRASNOFF, DARELL, LEONARD	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
PALMER, ANDREW, DOUGLAS	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SEAR, MARK, ELLIOTT	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHAHIDI, ALEX, NMN	I	MANAGING PARTNER	NA	Control
SHUCKEROW, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
WATERS, BRIAN, HANCOCK	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
EVOKE INTERMEDIATE, LLC	DE	MANAGING MEMBER	E	Control
EVOKE INTERMEDIATE, LLC	DE	MANAGING MEMBER	E	Control
THOMAS ROAD CAPITAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SHUCKEROW, MICHAEL, JOSEPH	I	THOMAS ROAD CAPITAL HOLDINGS, LLC	E	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
HOU, DAVID, CHIH	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control
SEAR, MARK, ELLIOTT	I	EVOKE HOLDINGS, LLC	C	Control

Registrations

Federal

Dec 1, 2025 REGISTERED

Notice Filings (36)

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Address

10635 SANTA MONICA BLVD.
SUITE 240
LOS ANGELES, CA 90025
United States

Phone: 424-372-1776