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 organized as an LLC and SEC-registered in 2025. The firm focuses on individual and family clients and operates as a capital allocator, using both internally managed portfolios and third-party managers. Its advisory services include financial planning, discretionary portfolio management for individuals and pooled vehicles, and manager selection. The firm also operates as an insurance broker and lists an insurance company affiliation. Feeing arrangements include a percentage-of-AUM component and performance-based fees. Evolve identifies itself as an active ESG investor, indicating environmental, social, and governance considerations are incorporated into its investment process.
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 1
Razmig Der-tavitian
Chief Investment Officer & Managing PartnerCRD 7493819
Contacts
3 of 17
Timothy Day
DirectorCRD 7434409
Adam Schwartz
Investment OperationsCRD 7759829
Nicholas Andrian
AssociateCRD 7884356
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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