Evoke Wealth Management
True wealth management encompasses every part of your life. We believe your wealth can align with the purpose and vision you have for yourself, your family, and the causes most important to you. This approach is what makes Evoke Wealth Management unique, and it requires intentional comprehensive planning. You deserve objective, actionable, and cost-effective financial advice driven by your goals. At Evoke, our experienced team builds deep relationships with you for life. We’re here to help you dream bigger, accomplish more, and maximize the impact your wealth has, both on your life and your legacy. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Evoke Wealth Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Evoke Wealth Management and Kestra IS are not affiliated. https://bit.ly/KF-Disclosures. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872. “CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CP
Craig Petrassi
Managing Partner, CIO and Sr Portfolio Manager · Finance & Accounting
EmailPhone - HR
Howard Reizun
Managing Partner-private Wealth Advisor · Other
EmailPhone - AG
Athishay Gangadharan
Managing Partner Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Evoke Wealth Management
5 distinct titles indexed · top 5 shown.
- 1managing director west coast region private wealth advisor
- 1managing partner private wealth advisor
- 1managing partner, cio and sr portfolio manager
- 1managing partner-private wealth advisor
- 1portfolio management intern
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