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Los Angeles, CA Office

Team
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Evolve Private Wealth, LLC logo

Evolve Private Wealth, LLC

Team

Firm-wide stats for Evolve Private Wealth, LLC

Total advisors

19

Across 2 offices

Clients per advisor

36 Low

Avg AUM per client

$3,163,402 Very High

HNW client ratio

27% Typical

About

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.

Based on Evolve Private Wealth, LLC

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Evolve Private Wealth, LLC

Location

10877 Wilshire Boulevard, Suite 1406

Los Angeles CA 90024

Advisors at this office

16

Advisors at this office

user avatar

Razmig D

CFA®, Series 63, Series 66

Los Angeles, CA

Evolve Private Wealth, LLC

Razmig Der Tavitian is a CFA® charterholder and financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He previously worked at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing, and MUfG Union Bank. He serves on the investment committee of the Western Diocese Endowment Fund and is a board member of the Hovsepian School, an educational organization. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients, employing a fundamental and long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities and bonds, independent managers, alternative investments, and use of derivatives supported by artificial intelligence tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Timothy D

Series 66

Los Angeles, CA

Evolve Private Wealth, LLC

Timothy Day is a financial advisor at Evolve Private Wealth, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at IEQ Capital, RBC Capital Markets, and Charles Schwab. Prior to his finance career, he held roles outside the industry, including positions at Lazy Dog Restaurant/Bar and California State Polytechnic University, Pomona. Evolve Private Wealth provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and other entities. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternatives.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Chelsea T

Series 66

Los Angeles, CA

Evolve Private Wealth, LLC

Chelsea Traub is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Seia LLC, OSAIC, RBC Capital Markets, J.P. Morgan Securities, and JPMorgan Private Bank. Outside of her advisory role, she has been involved as a client service associate at Seia LLC. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets across 679 clients and emphasizes a long-term investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternative investments, supplemented by AI decision-support tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Eleanor W

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Eleanor Weinstock is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, holding Series 63 and Series 65 licenses and having 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Sanctuary Advisors. She is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets with a focus on fundamental analysis and long-term, diversified portfolios that incorporate mutual funds, ETFs, equities, bonds, and alternative investments.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Adam S

Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Armen K

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Armen Kesian is a financial advisor with Evolve Private Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., NYLIFE Securities LLC, J.P. Morgan Securities, and Wells Fargo Bank, N.A., among others. Evolve Private Wealth, LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $2.15 billion in assets across diversified portfolios and employs a long-term investment approach that incorporates fundamental analysis, low-cost funds, independent managers, alternative investments, and artificial intelligence decision-support tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Hank K

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Sanctuary Advisors. He is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of Krakover Wealth, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach using a diversified mix of low-cost mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by artificial intelligence decision tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Elan S

Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Elan Solomon is a financial advisor at Evolve Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at One Capital Management, LLC, Regents Capital Corporation, Chapman University, Ambry Genetics, and Redica Systems. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term, fundamentally driven investment approach that includes diversified portfolios, alternative investments, and the use of AI decision-support tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Edward K

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Wells Fargo Clearing. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC and serves as managing member of SLKahn, LLC, a holding company with ownership interest in Evolve Private Wealth. Evolve Private Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets with a team of 17 advisors and employs a fundamental, long-term investment approach utilizing diversified portfolios including mutual funds, ETFs, equities, bonds, alternative investments, and derivatives, supported by third-party AI tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Joshua S

Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Joshua Sehwani is a financial advisor at Evolve Private Wealth, LLC with a Series 65 credential and two years of industry experience. Before joining Evolve Private Wealth in 2024, he held positions at T-Mobile, Anschutz Entertainment Group, Nike, and San Francisco State University. Evolve Private Wealth provides wealth management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $2.15 billion in assets, emphasizing a long-term investment approach that incorporates fundamental analysis, diversified portfolios, independent managers, alternative investments, and the use of artificial intelligence tools for research and risk monitoring.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Armen K

Series 66

Los Angeles, CA

Evolve Private Wealth, LLC

Armen Keheyan is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. His prior positions include roles at Morgan Stanley & Co. LLC and Wedbush Securities Inc. He is also licensed as an independent insurance agent but does not dedicate time to this activity. Evolve Private Wealth serves individuals, high-net-worth clients, trusts, and other entities, managing approximately $2.15 billion in assets. The firm employs a fundamentally driven, long-term investment approach, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments supported by AI decision tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Barbara M

Series 66

Los Angeles, CA

Evolve Private Wealth, LLC

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and Merrill. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a long-term investment approach that includes diversified portfolios of low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments, supplemented by third-party AI decision-support tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jonathan L

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Jonathan Lewis is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Sanctuary Advisors. Lewis is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory. The firm employs a fundamental, long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, and alternative investments.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Glen S

Series 63, Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
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Nicholas A

Series 65

Los Angeles, CA

Evolve Private Wealth, LLC

Nicholas Andrian is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Evolve Private Wealth, LLC and has previously worked at MAI Capital Management, Evoke Wealth, and First Republic Private Wealth Management. His background also includes roles in educational and nonprofit organizations such as Dickinson College and Common Cause Pennsylvania. Evolve Private Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, financial institutions, and pooled investment vehicles. The firm manages approximately $2.15 billion in assets and employs a fundamentally driven, long-term investment approach that incorporates diversified portfolios, alternative investments, and third-party AI decision-support tools.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management
View complete list of advisors at this office
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