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EVENSKY & KATZ WEALTH MANAGEMENT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-1 YoYRank #7044 of mapped providers
Assets under administration$6M0.0%Market share · rank #10635
Fees received$35,248Median $35,248/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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