{
  "crd_number": 333932,
  "slug": "evolve-private-wealth-llc-los-angeles-ca-333932",
  "primary_business_name": "EVOLVE PRIVATE WEALTH, LLC",
  "legal_name": "EVOLVE PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-02",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 2147950288.0,
  "raum_discretionary": 2147950288.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 380664495.0,
      "count": 495
    },
    "high_net_worth_individuals": {
      "raum": 1767285793.0,
      "count": 184
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://evolvepw.com",
    "https://linkedin.com/company/evolveprivatewealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333932",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/evolve-private-wealth-llc-los-angeles-ca-333932",
  "display_name": "Evolve Private Wealth, LLC",
  "summary": "Evolve Private Wealth, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Evolve Private Wealth, LLC (CRD 333932): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Evolve Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evolve Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Evolve Private Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 16, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Evolve Private Wealth, LLC located?",
      "a": "Evolve Private Wealth, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Evolve Private Wealth, LLC registered with the SEC or a state?",
      "a": "Evolve Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333932."
    },
    {
      "q": "How much does Evolve Private Wealth, LLC manage?",
      "a": "Evolve Private Wealth, LLC reports $2,147,950,288 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Evolve Private Wealth, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Evolve Private Wealth, LLC: Regulatory assets under management: $1,646,202,798 in the October 2025 data and $2,147,950,288 in the October 2026 data, up 30%. Total employees: 16 in October 2025 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Evolve Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (495); high net worth individuals (184)."
    },
    {
      "q": "Which custodians does Evolve Private Wealth, LLC use?",
      "a": "Evolve Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Evolve Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333932"
    },
    {
      "q": "What changed in Evolve Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1646202798.0,
      "total_employees": 16,
      "filing_date": "2025-06-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2147950288.0,
      "total_employees": 17,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in NJ, PA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Changed its office addresses in New York, NY."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $1,646,202,798 to $2,147,950,288 (+30%).",
        "Employees performing advisory functions went from 8 to 10.",
        "Changed its legal name from SLK Private Wealth Management, LLC to Evolve Private Wealth, LLC.",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/evolve-private-wealth-llc-los-angeles-ca-333932.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 495,
      "fewer_than_5": false,
      "raum": 380664495.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 184,
      "fewer_than_5": false,
      "raum": 1767285793.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333932",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}