Evolve Private Wealth, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 333932
- Registered since
- January 2, 2025
- Website
- slkprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.28%
- Individuals17.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Evolve Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm primarily serves individual and family clients, delivering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Evolve also conducts manager selection on behalf of clients and identifies third‑party managers as part of its capital allocation role. Its business activities include insurance brokerage alongside advisory services. Fee arrangements include both asset‑based fees and performance‑linked compensation. The firm describes itself as an active ESG investor, indicating environmental, social or governance considerations are incorporated into at least some of its processes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds19%
- State & Local Bonds4%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Razmig Der-tavitian
Chief Investment Officer & Managing PartnerCRD 7493819
Jorawer Parmar
CCO & COOCRD 6893268
Contacts
3 of 17
Chelsea Traub
Associate DirectorCRD 5680024
Adam Weinstock
Managing PartnerCRD 6196861
Brett Cohen
Managing PartnerCRD 5944399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$533M in ETFs
56%
$299M
42%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD TOTAL RETURN BOND ETF (HTRB) | Active | Intermediate Core Plus Bond | $51.1M | 1,508,341 | 9.58% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10877 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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