Evolve Wealth Advisors LP

Overview

Evolve Wealth Advisors LP is an independent registered advisory firm organized as a limited partnership that serves individual and family clients. The firm identifies itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, pension consulting, and selection of other advisers. Its fee model combines asset-based fees and hourly charges. Evolve is state-registered in Arizona, California, Idaho, Illinois and Oregon and lists both domestic-entity and individual ownership. The firm does not position itself as an ESG-focused manager. As a capital allocator that conducts manager selection, Evolve directs client capital into third-party managers and pooled vehicles as part of its portfolio construction and manager selection work.

Assets & Accounts

Public Holdings

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Location & Offices