AK
CFP
AK
CFP

Ajeya Kukreja

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
946 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$27.7B

Fee Structure

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Location

9200 W Sunset Blvd, Suite 817, West Hollywood, CA, 90069

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Evoke Advisors
October 2025 - Present · 4 mos
Previous Registrations
Audent Global Asset Management, LLC
October 2024 - September 2025 · 11 mos
Audent Global Asset Management, LLC
February 2021 - December 2023 · 2 yrs 10 mos
Park Avenue Securities LLC
October 2020 - February 2021 · 4 mos
Park Avenue Securities LLCBroker
June 2020 - February 2021 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Ajeya Kukreja - Financial Advisor | TrueAdvisor