DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eleanor Weinstock

Evolve Private Wealth, LLCindependent RIALos Angeles, CaIA-onlyIAPD 2145543

Feed of 09/14/2026

At current firm

1 y

since Jan 21, 2025

In the industry

34 y

since Nov 20, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director & Senior Wealth Advisorreportedevolveprivatewealth.comfirm site, Sep 15, 2026
Professional profile: evolveprivatewealth.com/people/eleanor-ellie-weinstockreportedevolveprivatewealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Evolve Private Wealth, LLC independent RIA current
since Jan 21, 2025 · Los Angeles, Ca
Sanctuary Advisors, LLC BD affiliated
May 30, 2024 to Apr 3, 2025 · Los Angeles, Ca
Wells Fargo Advisors wirehouse
Apr 21, 2017 to Jun 5, 2024 · Los Angeles, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Apr 24, 2017 · Beverly Hills, Ca
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jun 1, 2009 · Beverly Hills, Ca
Morgan Stanley Dw Inc. unclassified
Jul 8, 1997 to Apr 2, 2007 · Beverly Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

Sanctuary Advisors, LLC to Evolve Private Wealth, LLC
left Apr 3, 2025, registered Jan 21, 2025 (-72 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Wells Fargo Advisors to Sanctuary Advisors, LLC
left Jun 5, 2024, registered May 30, 2024 (-6 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Morgan Stanley to Wells Fargo Advisors
left Apr 24, 2017, registered Apr 21, 2017 (-3 days) · Wirehouse to wirehouse · moved with a team
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Eleanor Weinstock left Sanctuary Advisors, Llc for Evolve Private Wealth, Llc (registered 2025-01-21)
Apr 3, 2025 · Advisor changed firm · fact
Eleanor Weinstock left Wells Fargo Advisors for Sanctuary Advisors, Llc (registered 2024-05-30)
Jun 5, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address