LOS ANGELES, CACRD 333932Latest ADV April 21, 2026
Evolve Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 21, 2026, reports $2.1B in regulatory assets under management, 17 employees, 1 office, and 3,940 accounts.
Assets Under Management
$2.1B
Employees
17
Offices
1 office
Total Clients
679
Primary office
LOS ANGELES, CA
10877 WILSHIRE BOULEVARD, SUITE 1406, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
495
2
HNWI
27.1%
184
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 21, 2026
Discretionary100.0%
$2.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts3,940
10Y AUM Change+$2.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee40:1
10Y Employee Change+1 (+6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.