Evensky & Katz/Foldes Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

109698

SEC number

801-60104

Firm type

RIA

Assets under management

$3.2B as of Mar 19, 2026

Website

www.evensky.com ↗

Phone

305-448-8882

Address

4000 Ponce De Leon Boulevard, Coral Gables, FL, 33146

Advisors at this firm

22 in our index · page 1 of 1

• Kaylyn Nicole AdamsCRD 6663109 · Lubbock, TX
  IA Registered
• Roxanne Louise AlexanderCRD 4784719 · Coral Gables, FL
  IA Registered
• Michael Richard AntczakCRD 6066878 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Anne Elise BednarzCRD 6382206 · Lubbock, TX
  IA Registered
• Marcus CarbajalCRD 8138102 · Coral Gables, FL
  IA Registered
• Asher Blake CarrellCRD 8139254 · Coral Gables, FL
  IA Registered
• Steven Michael FoldesCRD 2257102 · Coral Gables, FL
  IA Registered
• Taylor Milton GangCRD 4902806 · Coral Gables, FL
  IA Registered
• David Lee GarciaCRD 5582876 · Coral Gables, FL
  IA Registered
• Michael Dean HoeflingerCRD 2466146 · Coral Gables, FL
  IA Registered
  Disclosure event(s) on record
• Brett David HorowitzCRD 4720365 · Coral Gables, FL
  IA Registered
• Lane Mcmaster JonesCRD 3050482 · Coral Gables, FL
  IA Registered
• Deana Lynn KellyCRD 2759030 · Coral Gables, FL
  IA Registered
• Flavio Guillermo LandivarCRD 6361325 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Matthew A McgrathCRD 2983504 · Coral Gables, FL
  IA Registered
• Joshua Daniel MungavinCRD 5797091 · Coral Gables, FL
  IA Registered
  Disclosure event(s) on record
• Alejandro Javier RuizCRD 7323178 · Coral Gables, FL
  IA RegisteredRegistration inactive
• John Ryan SalterCRD 5470258 · Lubbock, TX
  IA Registered
• Marcos Andres SegreraCRD 5896786 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Katherine Sojo-TrujilloCRD 6466117 · Coral Gables, FL
  IA Registered
• Joseph M TribuianiCRD 7253560 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Michael Clark WalshCRD 6665130 · Coral Gables, FL
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.