# Evolve Wealth Advisors LP

> Evolve Wealth Advisors LP is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 316038
- Filed as: EVOLVE WEALTH ADVISORS LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316038
- AdvisorCensus page: https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038

## Quick answers

**How is Evolve Wealth Advisors LP compensated?**
On its Form ADV (Item 5.E, October 2026), Evolve Wealth Advisors LP reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Evolve Wealth Advisors LP located?**
Evolve Wealth Advisors LP's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Evolve Wealth Advisors LP registered with the SEC or a state?**
Evolve Wealth Advisors LP is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316038.

**How much does Evolve Wealth Advisors LP manage?**
Evolve Wealth Advisors LP reports $58,402,085 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (99% discretionary).

**How have Evolve Wealth Advisors LP's assets and staff changed since 2021?**
In the Form ADV data for Evolve Wealth Advisors LP: Regulatory assets under management: $0 in the October 2021 data and $58,402,085 in the October 2026 data. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Evolve Wealth Advisors LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (25); other (1).

**Does Evolve Wealth Advisors LP 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/316038

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $58,402,085
- Discretionary: $57,725,884
- Non-discretionary: $676,201

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $2,914,713 |
| High net worth individuals | 41 | $54,913,808 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $573,564 |

### 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)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, IL, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evolvewealthadvisors.com
- LinkedIn @80411225

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | September 21, 2021 |
| October 2026 | $58,402,085 | 3 | July 13, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $58,402,085 in the October 2026 data.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evolve Wealth Advisors LP (CRD 316038): Form ADV filing data as of October 2026.