Evolve Wealth Advisors LP

RIASEC RegisteredEst. 2021

Total AUM

$58.4M

Discretionary

$57.7M

99% of AUM

Avg account

$344K

Accounts

170

Employees

3

Advisory reps

3

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 316038
Registered since: August 30, 2021
Website: www.evolvewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI94.03%
Individuals4.99%
Other0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Evolve Wealth Advisors LP is an independent RIA organized as a limited partnership and registered with the SEC in 2021. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals/small businesses and pooled vehicles, selection of other advisers, and pension consulting services. Fee arrangements combine a percentage of assets under management with hourly charges. Evolve does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities12%
State & Local Bonds12%
US Government Bonds6%
Investment Grade Corp Bonds1%

Contacts

3 of 3

Peter Henry
PartnerCRD 4845126
Patrick Kinney
Co-Founder and PartnerCRD 2650735
Jayson Moss
Co-Founder and PartnerCRD 7419669

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: Maricopa
Address: 7702 E Doubletree Ranch Rd
Time zone: MT (UTC-7)
Office locations

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