# Evolve Financial

> Evolve Financial is a state-registered investment advisory firm in Seattle, WA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 309676
- Filed as: EVOLVE FINANCIAL
- Legal name: Jeweler and Associates LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309676
- AdvisorCensus page: https://advisorcensus.com/firm/evolve-financial-seattle-wa-309676

## Quick answers

**How is Evolve Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Evolve Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evolve Financial located?**
Evolve Financial's principal office is in Seattle, WA, according to its Form ADV.

**Is Evolve Financial registered with the SEC or a state?**
Evolve Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309676.

**How much does Evolve Financial manage?**
Evolve Financial reports $12,087,159 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Evolve Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Evolve Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309676

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,087,159
- Discretionary: $12,087,159
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $8,437,157 |
| High net worth individuals | Fewer than 5 | $3,650,002 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evolvefinancial.org
- Facebook @Jeweler-and-Associates-LLC-180915795286253
- LinkedIn @jeweler-and-associates-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evolve Financial (CRD 309676): Form ADV filing data as of October 2026.