This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EVOLVE PRIVATE WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 20, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Nov 20, 1991

First registration

Jul 8, 1997

Dual registered

no

IAPD individual key

2145543

• Occurred

  Apr 3, 2025
  Advisor changed firm

  Eleanor Weinstock left Sanctuary Advisors, Llc for Evolve Private Wealth, Llc (registered 2025-01-21)

  Form ADVobserved 5 days ago
• Occurred

  Jun 5, 2024
  Advisor changed firm

  Eleanor Weinstock left Wells Fargo Advisors for Sanctuary Advisors, Llc (registered 2024-05-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:99327522-879b-329b-c03c-bfc6feb8d640

First observed

Jul 8, 1997

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.