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EVOLVE PRIVATE WEALTH, LLC

CRD 333932 · SEC 801-131749

Visit website

10877 WILSHIRE BOULEVARD, SUITE 1406, LOS ANGELES, CA, 90024, United States

Phone

(424) 500-4601

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.15B

Discretionary AUM

$2.15B

Team

17 total employees; 10 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Individuals495$380.7M
High net worth individuals184$1.77B

States served

AZ, CA, CO, GA, IL, MA, NV, NJ, NY, OR, PA, TN, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD