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Evensky & Katz / Foldes Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

The firm Evensky & Katz / Foldes Wealth Management is an independent Registered Investment Advisory firm in the financial services sector, founded in Coral Gables over 40 years ago. It combines boutique, highly personalized client relationships with a disciplined, evidence-based approach to investment management, all under a fiduciary obligation. Based in Coral Gables, Florida, the firm serves clients across the United States, helping them navigate complex financial decisions. Within the wealth-management space, it positions itself as a fiduciary option that blends tailored service with rigorous, evidence-based portfolio management. A September 2025 report describes an extensive client-onboarding process that emphasizes learning about each client before investing.

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

Evensky & Katz / Foldes Wealth Management Global Highlights

Location
Employees

North America
66

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  • United States Of America
    65
  • Canada
    1

Europe
1

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  • Hungary
    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

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 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.

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 FLast@ek-ff.com. Trying to find reliable and up-to-date employee contact data? Find more Evensky & Katz / Foldes Wealth Management email formats with LeadIQ.

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

Minus sign iconPlus sign iconEvensky & Katz / Foldes Wealth Management has approximately 56 employees as of August 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 August 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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