Jacob Delroy Bartz
Investment adviser representative at Evexia Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$386.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Evexia Wealth, LLCJan 2023 to now
- Thrivent Advisory Network d/b/a Evexia WealthAug 2020 to Dec 2022
- Goldleaf PartnersSep 2014 to Aug 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Evexia Wealth, LLC
$386.1MAssets managed
421Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8038294
- Firm CRD
- 323788