# Evolve Private Wealth, LLC

> 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.

- CRD: 333932
- Filed as: EVOLVE PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333932
- AdvisorCensus page: https://advisorcensus.com/firm/evolve-private-wealth-llc-los-angeles-ca-333932

## Quick answers

**How is Evolve Private Wealth, LLC compensated?**
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.

**What does Evolve Private Wealth, LLC's brochure say about its fees?**
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.

**Where is Evolve Private Wealth, LLC located?**
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).

**Is Evolve Private Wealth, LLC registered with the SEC or a state?**
Evolve Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333932.

**How much does Evolve Private Wealth, LLC manage?**
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).

**How have Evolve Private Wealth, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Evolve Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (495); high net worth individuals (184).

**Which custodians does Evolve Private Wealth, LLC use?**
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.

**Does Evolve Private Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Evolve Private Wealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,147,950,288
- Discretionary: $2,147,950,288
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 495 | $380,664,495 |
| High net worth individuals | 184 | $1,767,285,793 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 17 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- evolvepw.com
- LinkedIn @evolveprivatewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,646,202,798 | 16 | June 9, 2025 |
| October 2026 | $2,147,950,288 | 17 | June 16, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in NJ, PA.

### March 2026
- Changed its office addresses in New York, NY.

### February 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evolve Private Wealth, LLC (CRD 333932): Form ADV filing data as of October 2026.