RIA Intel›Advisers›California›EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC

Advisory

N·LOS ANGELES, CA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2,893

Team

Total Employees10

Investment Advisers17

Employee Growth (1Y)—

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record3

First FilingDec 2, 2024

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 3 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVOLVE PRIVATE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.