EVOLVE PRIVATE WEALTH, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 333932
- Registered since
- January 2, 2025
- Website
- slkprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.28%
- Individuals17.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Evolve Private Wealth, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm began SEC registration in 2025 and combines advisory services — financial planning, portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and selection of third‑party managers — with insurance brokerage activity. Its fee model includes traditional percentage‑of‑AUM charges and performance‑based fees. The firm identifies as an active ESG investor and reports using external managers and pooled vehicles as part of its allocation toolkit.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds19%
- State & Local Bonds4%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1RAZMIG DER-TAVITIAN
Chief Investment Officer & Managing PartnerCRD 7493819
Contacts
3 of 16Adam Schwartz
Investment OperationsCRD 7759829
Nicholas Andrian
AssociateCRD 7884356
Jorawer Parmar
CRD 6893268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 159Active vs passive
$702M in ETFs
66%
$465M
32%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $83.8M | 832,175 | 11.93% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 10877 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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