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 registered with the SEC in 2025. The firm positions itself as a capital allocator serving individual and family clients, combining portfolio management and financial planning with insurance brokerage capabilities. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party managers. The firm charges asset‑based fees and also uses performance‑based fee arrangements. Evolve describes itself as an active ESG investor and lists an insurance company affiliation alongside its brokerage activity, indicating integration of insurance solutions into client planning and portfolio construction.
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 74Active vs passive
$533M in ETFs
56%
$299M
42%
$235M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD TOTAL RETURN BOND ETF (HTRB) | Active | Intermediate Core Plus Bond | $51.1M | 1,508,341 | 9.58% |
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
Similar firms
Fernbridge Capital Management LP
RIALos Angeles, CA
Oakmont Corporation
RIALos Angeles, CA
Browning West LP
RIALos Angeles, CA
Resmark Equity Partners, LLC
RIALos Angeles, CA
JSF Financial, LLC
RIALos Angeles, CA
IFC Advisors LLC
RIALos Angeles, CA