A complete list of active advisors currently associated with Evolve Private Wealth, LLC
Warmer can help you find a great advisor at Evolve Private Wealth, LLC or one who fits your needs even better.
Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, financial institutions and pooled investment vehicles. The firm reports approximately $2.15 billion in assets under management across 679 clients and a team of 17 advisory personnel, and offers both discretionary and non‑discretionary portfolio management, retirement plan advisory, private fund management, and financial institution consulting. The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, building diversified portfolios of low‑cost mutual funds and ETFs, individual equities and bonds while reallocating holdings as client needs or market conditions warrant. Evolve also deploys independent managers and alternative investments where appropriate, uses options and other derivatives in managed accounts, and supplements research and risk monitoring with third‑party artificial intelligence decision‑support tools. Noteworthy distinctions include an affiliated licensed insurance agency through which the firm and certain advisory personnel may earn commissions on insurance products, and the operation of private funds that can generate performance‑based carried interest for non‑advisory investors. The brochure also discloses use of derivatives and non‑purpose lending introductions, and the firm’s recent founding (2022) and transition to independence in 2025 as it scaled to multi‑billion dollar AUM.
To learn more about the advisors currently working at Evolve Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Evolve Private Wealth, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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