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EVOLVE WEALTH ADVISORS LP
CRD 316038 · SEC 801-122190
7702 E DOUBLETREE RANCH ROAD, SUITE 300, SCOTTSDALE, AZ, 85258, United States
Phone
602-805-5683
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$53.4M
Discretionary AUM
$52.8M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Partnership
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $2.5M |
| High net worth individuals | 36 | $48.9M |
| Pension/profit sharing plans | 1 | $1.4M |
| Corporations/business entities | 2 | $567K |
All web addresses on file
Official SEC filing: View on IAPD