Unclaimed Profile

Peter John Henry

EVOLVE WEALTH ADVISORS LP·SCOTTSDALE, Arizona

Series 37, Series 63, Series 65Clean record15 years registeredEVOLVE WEALTH ADVISORS LP

16427 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85254CRD# 4845126Firm CRD# 316038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter John Henry · SCOTTSDALE, AZ

Registration

CRD #4845126 · EVOLVE WEALTH ADVISORS LP · 15 years registered

Brand Profile

Not yet started

Career History

EVOLVE WEALTH ADVISORS LP

Aug 2021 – present

VERSANT CAPITAL MANAGEMENT, INC.

Aug 2020 – Oct 2021

Scottsdale, AZ

CARDINAL POINT CAPITAL MANAGEMENT INC.

Aug 2020 – Sep 2021

Irvine, CA

CARDINAL POINT WEALTH MANAGEMENT, LLC

Aug 2020 – Sep 2021

Scottsdale, AZ

KEATSCONNELLY

Sep 2017 – Jan 2020

PHOENIX, AZ

CHURCHILL MANAGEMENT GROUP

Mar 2016 – Oct 2016

San Marino, CA

HOLLY STREET WEALTH ADVISORS

Oct 2015 – Mar 2016

PASADENA, CA

PLATFORM ADVISORS, LLC

Jun 2011 – Jun 2012

STUDIO CITY, CA

Registrations & Exams

FINRA examinations passed

Series 37

Series 63

Series 65

Registration record

First registered · June 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLVE WEALTH ADVISORS LP

CRD 316038 · SEC 801-122190

AUM

$21M

Regulatory assets under management

Employees

18 client accounts

Services offered by EVOLVE WEALTH ADVISORS LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVOLVE WEALTH ADVISORS LP →

Introduction

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Frequently Asked Questions

What services does Peter John Henry offer?

Peter John Henry specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Peter John Henry's credentials?

Peter John Henry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter John Henry located?

Peter John Henry is based in SCOTTSDALE, Arizona, working with EVOLVE WEALTH ADVISORS LP. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Peter John Henry charge for services?

Peter John Henry's firm is compensated through percentage of aum, hourly charges, other: use of sub-advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLVE WEALTH ADVISORS LP?

EVOLVE WEALTH ADVISORS LP has approximately 4 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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