Evolve Wealth Advisors LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,828,521
Clients
66
Advisors
3
across 2 offices
About
Evolve Wealth Advisors, LP provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients. The firm also offers standalone financial planning and consulting services to other registered investment advisers, including cross‑border planning between the United States and other jurisdictions.
The firm structures client relationships with written Investment Policy Statements and uses a mix of fundamental analysis, modern portfolio theory, and quantitative methods to inform asset allocation and security selection. Investment implementation generally emphasizes mutual funds, ETFs, equities, fixed income and TIPS, while also employing options strategies (including covered and uncovered positions) and recommending alternative investments where appropriate.
Noteworthy for a firm of its size, Evolve provides cross‑border and international planning support and acts as a consultant to other advisory firms rather than only serving end‑clients directly. It may recommend private infrastructure, private equity, private credit, and other pooled alternative vehicles for qualified clients, and it describes formal due diligence, monitoring, and conflict‑of‑interest policies to govern its use of third‑party managers and outside business activities.
Client services
Expertise
Fee options
$500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $25,000,000: 0.30% $25,000,001 - And Up: 0.25%
$280 to $400 per hour, negotiable
Account minimum: $500,000 (may be waived at the Firm's discretion)
Main office
See office7702 E Doubletree Ranch Road, Suite 300
Scottsdale AZ 85258
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Idaho · Illinois · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Patrick K
Series 66
South Pasadena, CA
Evolve Wealth Advisors LP
Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.
Peter H
Series 63, Series 65
Scottsdale, AZ
Evolve Wealth Advisors LP
Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of his advisory work, Peter is a managing member of Pacific Energy Holdings and a partner at Evolve Cross Border Partners, where he is involved in business development and client coordination. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and corporate clients, with a focus on cross-border planning and consultant services for other advisory firms. The firm uses a disciplined investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative methods.
Jayson M
CFA®
Scottsdale, AZ
Evolve Wealth Advisors LP
Jayson Moss is a CFA charterholder with over four years of industry experience, currently serving at Evolve Wealth Advisors LP. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of advising, he provides corporate consulting on investor relations and capital markets and serves on the board of an agricultural services company in Alberta, Canada. Evolve Wealth Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm supports both direct clients and other registered advisers with services such as cross-border planning and employs a disciplined investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods.
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