Unclaimed Profile

David Chih Hou

EVOKE WEALTH, LLC·LOS ANGELES, California

SIE, Series 3, Series 7, Series 22, Series 31, Series 63, Series 65Clean record29 years registeredEVOKE WEALTH, LLC

10635 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 1987951Firm CRD# 300856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Chih Hou · LOS ANGELES, CA

Registration

CRD #1987951 · EVOKE WEALTH, LLC · 29 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Nov 2025 – present

EVOKE ADVISORS

Jun 2019 – present

INBALANCE ADVISORS, LLC

Jun 2022 – Aug 2023

LOS ANGELES, CA

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Jan 2013 – Jun 2019

LOS ANGELES, CA

LUMINOUS CAPITAL, LLC

May 2008 – Feb 2013

LOS ANGELES, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 1997 – May 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 22

Series 31

Series 63

Series 65

Registration record

First registered · April 28, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOKE WEALTH, LLC

CRD 300856 · SEC 801-115290

AUM

$27.5B

Regulatory assets under management

Employees

12,195 client accounts

Services offered by EVOKE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVOKE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does David Chih Hou offer?

David Chih Hou specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are David Chih Hou's credentials?

David Chih Hou is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Chih Hou located?

David Chih Hou is based in LOS ANGELES, California, working with EVOKE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does David Chih Hou charge for services?

David Chih Hou's firm is compensated through percentage of aum, subscription fees, other: administrtive service, financial planning, and sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOKE WEALTH, LLC?

EVOKE WEALTH, LLC has approximately 92 employees and manages $27.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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