EVOLVE WEALTH ADVISORS LP

Overview

Evolve Wealth Advisors LP is an independent Registered Investment Adviser organized as a limited partnership that operates as a capital allocator for individual, family and institutional clients. The firm’s advisory services emphasize financial planning, discretionary portfolio management (including for pooled vehicles), pension consulting and the selection of other advisers, which points to an approach that blends assembled model solutions with third‑party manager overlays. Fee arrangements include a percentage of assets under management plus hourly charges for planning or consulting work. The firm is not identified as an active ESG investor on its ADV. Evolve shows a clear tilt toward using established mutual fund sleeves and third‑party managers as core building blocks, while maintaining the capability to place client capital into private market strategies and private placements for clients with appropriate risk and liquidity profiles. Although the firm maintains multiple offices, its regulatory filing indicates it is not registered as a multi‑state adviser.

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Investments & Alternatives

Location & Offices