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Evensky & Katz / Foldes Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Evensky & Katz / Foldes Wealth Management has about 55 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (97%), Hungary (1%) and Canada (1%). Banking and Legal make up over half of the profiles with a known department. Evensky & Katz / Foldes Wealth Management's workforce spans 5 departments.

Find Evensky & Katz / Foldes Wealth Management employees' phone numbers or email addresses

Evensky & Katz / Foldes Wealth Management Global Highlights

Location
Employees

North America
70

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  • United States Of America
    69
  • Canada
    1

Europe
1

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  • Hungary
    1

North America accounts for 99% of Evensky & Katz / Foldes Wealth Management's workforce, followed by Europe (1%).

Evensky & Katz / Foldes Wealth Management's Leadership

  • Ceo | Family Business Coach | Family Business Authority at Evensky & Katz / Foldes Wealth Management
    I. K.
    Ceo | Family Business Coach | Family Business Authority
    Mobile Phone
  • Principal Vice President Wealth Manager And Member Of Investment Committee at Evensky & Katz / Foldes Wealth Management
    G. T.
    Principal Vice President Wealth Manager And Member Of Investment Committee
    Mobile Phone
  • Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management
    M. H.
    Wealth Manager & Principal
    Mobile Phone
  • Senior Financial Advisor Principal at Evensky & Katz / Foldes Wealth Management
    D. K.
    Senior Financial Advisor Principal
    Mobile Phone

Evensky & Katz / Foldes Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other

Banking is the largest department at 82% of profiles with a known department, followed by Legal (8%) and Business (5%).

Contact profiles from Evensky & Katz / Foldes Wealth Management

Name
Title
Contact
Location
Last Update
  • Ceo | Family Business Coach | Family Business Authority at Evensky & Katz / Foldes Wealth Management
    I. K.
    Ceo | Family Business Coach | Family Business Authority
    Mobile Phone
    Canada, Manitoba
    Jul 17, 2025
  • Principal Vice President Wealth Manager And Member Of Investment Committee at Evensky & Katz / Foldes Wealth Management
    G. T.
    Principal Vice President Wealth Manager And Member Of Investment Committee
    Mobile Phone
    Oct 16, 2024
  • Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management
    M. H.
    Wealth Manager & Principal
    Mobile Phone
    Apr 17, 2026
  • Senior Financial Advisor Principal at Evensky & Katz / Foldes Wealth Management
    D. K.
    Senior Financial Advisor Principal
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What are the largest departments at Evensky & Katz / Foldes Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 82% of profiles with a known department, followed by Legal (8%) and Business (5%). Evensky & Katz / Foldes Wealth Management's workforce spans 5 departments.

Where are Evensky & Katz / Foldes Wealth Management's employees located?

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management has about 55 employees across 2 continents, most of them in North America. North America accounts for 99% of Evensky & Katz / Foldes Wealth Management's workforce, followed by Europe (1%). By country, the largest groups are United States Of America (97%), Canada (1%) and Hungary (1%).

How many employees does Evensky & Katz / Foldes Wealth Management have currently?

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management has approximately 55 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Evensky & Katz / Foldes Wealth Management's key employees and leadership?

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As of October 2026, Evensky & Katz / Foldes Wealth Management's key employees include:

  • Ceo | Family Business Coach | Family Business Authority: I. K.
  • Principal Vice President Wealth Manager And Member Of Investment Committee: G. T.
  • Wealth Manager & Principal: M. H.
  • Senior Financial Advisor Principal: D. K.

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What is Evensky & Katz / Foldes Wealth Management's most common email format?

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management employees' email format typically follows the pattern of FirstLast@evensky.com. Trying to find reliable and up-to-date employee contact data? Find more Evensky & Katz / Foldes Wealth Management email formats with LeadIQ.

What is Evensky & Katz / Foldes Wealth Management known for?

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management was founded in 1985 and operates in the Financial Services industry. You can contact Evensky & Katz / Foldes Wealth Management's main corporate office by phone at
+1-305-448-****
. Explore Evensky & Katz / Foldes Wealth Management's company overview page for more information.

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