Evolve Wealth Advisors LP
Evolve Wealth Advisors LP is an SEC-registered wealth manager with $20.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Evolve Wealth Advisors LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316038, data through 2022-08-04.
- AUM (assets under management / regulatory AUM)
- $20.7M (2022-08-04)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 18
- CRD
- 316038
- Ownership
- Moss, Jayson, NMN; EVOLVE INVESTMENT HOLDINGS LLC; EVOLVE CROSS BOARDER INVESTMENTS LLC; EVOLVE CROSS BORDER INVESTMENTS LLC; SMITTEN, DAVID, MICHAEL
How much AUM does Evolve Wealth Advisors LP have?
Evolve Wealth Advisors LP reported $20.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-08-04).
Who owns Evolve Wealth Advisors LP?
Disclosed owners and executives of Evolve Wealth Advisors LP include Moss, Jayson, NMN, EVOLVE INVESTMENT HOLDINGS LLC, EVOLVE CROSS BOARDER INVESTMENTS LLC, EVOLVE CROSS BORDER INVESTMENTS LLC, SMITTEN, DAVID, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.