EVOLVE WEALTH ADVISORS LP

SCOTTSDALE, Arizona·4 registered advisors·CRD# 316038
SEC# 801-1221901602-805-5683
01

Firm Overview

AUM
$21M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: USE OF SUB-ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EVOLVE WEALTH ADVISORS LP

4 registered advisors
David Michael Smitten
SCOTTSDALE, Arizona
Jayson Nmn Moss
SCOTTSDALE, Arizona
Patrick Louis Kinney
SCOTTSDALE, Arizona
Peter John Henry
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
4 advisors

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Data sourced from SEC Form ADV filings. EVOLVE WEALTH ADVISORS LP (CRD# 316038) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.