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| Evolve Private Wealth LLC
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|---|---|
| CRD # | 333932 |
| SEC # | 801-131749 |
| CIK # | 0002111131 |
| AUM | 2,148.0 M (2026-06-16) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-500-4601 |
| Address | 10877 Wilshire Boulevard Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 76.1 | ||
| Nvidia Corp | 49.2 | ||
| Microsoft Corp | 36.3 | ||
| Alphabet Inc | 27.0 | ||
| Amazon Com Inc | 23.8 | ||
| iShares Comex Gold Trust | 21.2 | ||
| Broadcom Inc | 19.6 | ||
| Facebook Inc | 16.3 | ||
| Alphabet Inc | 14.5 | ||
| J P Morgan Chase & Co | 13.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Arova Fund I LP | 2026-01-29 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 0.4 |
| (b) Individuals (high net worth individuals) | 184 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,940 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,940 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,940 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,940 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111131] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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