Investment adviser · CRD 333932

EVOLVE PRIVATE WEALTH, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jun 16, 2026

Regulatory AUM
$2.15B
Form ADV · Item 5.F
Client accounts
3,940
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals184$1,767,285,79382.3%
Individuals495$380,664,49517.7%
Filing source

Form ADV 2113775 · Jun 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AROVA FUND I, LPOther Private Fund · Last reported Jun 16, 2026$0Gross asset value
Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-4213082533
Reported beneficial owners
0
Minimum commitment
$100K
Form D file number
021-56901

Form ADV 2113775 · Jun 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

10877 WILSHIRE BOULEVARD, SUITE 1406
LOS ANGELES, CA, 90024, United States

CRD 333932

Filing source

Form ADV 2113775 · Jun 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.