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.
SEC-registered adviser
Evolve Private Wealth, LLC
Latest filing Jun 16, 2026
First filing on the tape Dec 2, 2024 · 14 filings
SEC status approved since Jan 2, 2025
RAUM
$2.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$2.1B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$119M
derived; firm RAUM over IAPD count
Employees
17
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$2.1B as of Jun 16, 2026
Jan 23, 2025$0 then
HNW client RAUM$1.8B as of Jun 16, 2026
May 1, 2025$1.4B then
State-registered IARs (5.B.3)10 as of Jun 16, 2026
Jan 23, 20258 then
Employees (5.A)17 as of Jun 16, 2026
Jan 23, 202516 then
Private funds1 as of Jun 16, 2026
Jan 29, 20261 then
RAUM n/a over the last fiscal yearIARs 8 to 10offices 0 to 1
Practice profile
derived from the filing of Jun 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $119MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.6MderivedHNW RAUM over HNW clients
- Average account
- $545,165derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 9.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $467M, 255 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.8B82%
- Individuals$381M18%
- Individual clients
- 495reported
- HNW clients
- 184reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3,940reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $467M for 255 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Barbara Moreno | Los Angeles, Ca | Jan 21, 2025 | 10 y | 2 |
| Adam Lawrence WeinstockCertified Financial Planner | Los Angeles, Ca | Jan 21, 2025 | 10 y | 3 |
| Edward J Kahn | Los Angeles, Ca | Jan 21, 2025 | 10 y | 2 |
| Razmig Kevork Der-TavitianChartered Financial Analyst | Los Angeles, Ca | Jan 21, 2025 | 10 y | 2 |
| Glen David Strauss | Los Angeles, Ca | Jan 21, 2025 | 42 y | 2 |
| Eleanor Weinstock | Los Angeles, Ca | Jan 21, 2025 | 34 y | 5 |
| Jonathan Adam Lewis | Los Angeles, Ca | Jan 21, 2025 | 33 y | 2 |
| Hank Jay Krakover | Los Angeles, Ca | Jan 21, 2025 | 31 y | 2 |
| Armen Kesian | Los Angeles, Ca | Dec 1, 2025 | 16 y | 0 |
| Adam Jake Schwartz | Los Angeles, Ca | Jan 22, 2026 | 11 y | 0 |
| Brett A Cohen | Los Angeles, Ca | Feb 13, 2026 | 11 y | 4 |
| Luke C McgrathCertified Financial Planner | New York, Ny | Feb 13, 2026 | 11 y | 1 |
| Eric Howard Gould | Calabasas, Ca | Feb 18, 2026 | 12 y | 0 |
| Nicholas Andrian | Los Angeles, Ca | Apr 20, 2026 | 10 y | 2 |
| Armen George Keheyan | Los Angeles, Ca | May 18, 2026 | 12 y | 4 |
| Chelsea Augusta Traub | Los Angeles, Ca | Jun 1, 2026 | 11 y | 3 |
| Timothy Aaron Day | Los Angeles, Ca | Jun 9, 2026 | 10 y | 2 |
| Joshua Amar Sehwani | Los Angeles, Ca | Aug 25, 2026 | 10 y | 0 |
Advisor movement
1 left, 6 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 5.6% of current headcount1 left over 36 months
Left, latest
- Derek Justin Finch to Seaside Wealth Management, Inc.Jan 15, 2026 · RIA to RIA
Joined, latest
- Timothy Aaron Day from Ieq Capital, LLCJun 9, 2026 · RIA to RIA
- Chelsea Augusta Traub from SeiaJun 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Armen George Keheyan from Mai Capital Management, LLCMay 18, 2026 · RIA to RIA
- Nicholas Andrian from Mai Capital Management, LLCApr 20, 2026 · RIA to RIA
- Brett A Cohen from Morgan StanleyFeb 13, 2026 · Wirehouse to independent RIA
- Luke C Mcgrath from Morgan StanleyFeb 13, 2026 · Wirehouse to independent RIA
- Eleanor Weinstock from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Glen David Strauss from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Jonathan Adam Lewis from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Hank Jay Krakover from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Derek Justin Finch from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Adam Lawrence Weinstock from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Barbara Moreno from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Edward J Kahn from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Razmig Kevork Der-Tavitian from Sanctuary Advisors, LLCJan 21, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Mai Capital Management, LLCApr 21, 2026 · Los Angeles, Ca
- 2 joined from Morgan StanleyFeb 16, 2026 · New York, Ny
- 9 joined from Sanctuary Advisors, LLCApr 2, 2025 · Los Angeles, Ca
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Arova Fund I, LP | $0 | 0 | Jun 16, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Kevork Razmig Der-Tavitian · Chief Investment Officer, Managing Partnercontrolsince 12/2024 · owns less than 5%
- Justin Derek Finch · Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- J Edward Kahn · Founder & Managing Partnercontrolsince 12/2024 · owns less than 5%
- Jay Hank Krakover · Partner & Portfolio Manager Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- Adam Jonathan Lewis · Founder & Managing Partnercontrolsince 12/2024 · owns less than 5%
- David Glen Strauss · Founder & Managing Partnercontrolsince 12/2024 · owns less than 5%
- Lawrence Adam Weinstock · Managing Partnercontrolsince 12/2024 · owns less than 5%
- Razmig Der-Tavitian · Managing Membercontrolsince 09/2023 · owns 75% or more of Urartu Capital, LLC
- J Edward Kahn · Managing Membercontrolsince 07/2022 · owns 75% or more of Slkahn, LLC
- Jay Hank Krakover · Managing Membercontrolsince 07/2022 · owns 75% or more of Krakover Wealth, LLC
- Adam Jonathan Lewis · Managing Membercontrolsince 07/2022 · owns 75% or more of Club Drive Investments, LLC
- David Glen Strauss · Managing Membercontrolsince 07/2022 · owns 75% or more of 556 Investments, LLC
- Lawrence Adam Weinstock · Managing Membercontrolsince 05/2024 · owns 75% or more of Purple Sector Investments, LLC
Entity owners
- 556 Investments, LLC · Ownerdirect · owns 25% to 50%
- Evolve Wealth Holdings, LLC · Ownerdirect · owns 75% or more
- Club Drive Investments, LLC · Ownerdirect · owns 10% to 25%
- Krakover Wealth, LLC · Ownerdirect · owns 5% to 10%
- Purple Sector Investments, LLC · Ownerdirect · owns 10% to 25%
- Slkahn, LLC · Ownerdirect · owns 10% to 25%
- Urartu Capital, LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Los Angeles, Ca · principal | 18 | 10 | 1 | ||
| New York, Ny | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 16, 2026Finch, Derek, Justin (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-02 and 2026-06-16peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 2,893 to 3,940Sep 22, 2025 to Jan 29, 2026
- Advisory employees · 8 to 10Sep 22, 2025 to Jan 29, 2026
- Business name · SLK PRIVATE WEALTH MANAGEMENT, LLC to EVOLVE PRIVATE WEALTH, LLCSep 22, 2025 to Jan 29, 2026
- HNW clients · 2,150 to 184Sep 22, 2025 to Jan 29, 2026
- Individual clients · 743 to 495Sep 22, 2025 to Jan 29, 2026
- Assets in custody · unset to 467035943.0Sep 22, 2025 to Jan 29, 2026
- Custody of client assets · false to trueSep 22, 2025 to Jan 29, 2026
- Employees · 16 to 17Sep 22, 2025 to Jan 29, 2026
- State-registered IARs · 8 to 10Sep 22, 2025 to Jan 29, 2026
- Legal name · SLK PRIVATE WEALTH MANAGEMENT, LLC to EVOLVE PRIVATE WEALTH, LLCSep 22, 2025 to Jan 29, 2026
- Other offices · 0 to 1Sep 22, 2025 to Jan 29, 2026
- Private funds · unset to 1Sep 22, 2025 to Jan 29, 2026
- Discretionary RAUM · $1.4B to $2.1BSep 22, 2025 to Jan 29, 2026
- HNW RAUM · $1.4B to $1.8BSep 22, 2025 to Jan 29, 2026
- Individual RAUM · $240M to $381MSep 22, 2025 to Jan 29, 2026
- Non-discretionary RAUM · $282M to $0Sep 22, 2025 to Jan 29, 2026
- RAUM · $1.6B to $2.1BSep 22, 2025 to Jan 29, 2026
- Financial planning clients · 0 to 0Jun 9, 2025 to Sep 22, 2025
- Accounts · 0 to 2,893Feb 13, 2025 to May 1, 2025
- HNW clients · unset to 2150.0Feb 13, 2025 to May 1, 2025
- Individual clients · unset to 743.0Feb 13, 2025 to May 1, 2025
- Discretionary RAUM · $0 to $1.4BFeb 13, 2025 to May 1, 2025
- HNW RAUM · unset to 1406397312.0Feb 13, 2025 to May 1, 2025
- Individual RAUM · unset to 239805486.0Feb 13, 2025 to May 1, 2025
- Non-discretionary RAUM · $0 to $282MFeb 13, 2025 to May 1, 2025
- RAUM · $0 to $1.6BFeb 13, 2025 to May 1, 2025
- Accounts · unset to 0.0Dec 12, 2024 to Jan 23, 2025
- Discretionary RAUM · unset to 0.0Dec 12, 2024 to Jan 23, 2025
- Non-discretionary RAUM · unset to 0.0Dec 12, 2024 to Jan 23, 2025
- RAUM · unset to 0.0Dec 12, 2024 to Jan 23, 2025
- Business name · SLK PRIVATE WEALTH, LLC to SLK PRIVATE WEALTH MANAGEMENT, LLCDec 2, 2024 to Dec 12, 2024
- Financial planning clients · unset to 0Dec 2, 2024 to Dec 12, 2024
- Legal name · SLK PRIVATE WEALTH, LLC to SLK PRIVATE WEALTH MANAGEMENT, LLCDec 2, 2024 to Dec 12, 2024
Signals
6 dated events
- 2 advisors left Mai Capital Management, LLC (Los Angeles, CA) for Evolve Private Wealth, LLC within 14 daysApr 21, 2026 · Team lift-out · derived
- 2 advisors left Morgan Stanley (Purchase, NY) for Evolve Private Wealth, LLC within 3 daysFeb 16, 2026 · Team lift-out · derived
- Evolve Private Wealth, Llc reported RAUM $2.1B, up 30% from $1.6B (2025-09-22 to 2026-01-29)Jan 29, 2026 · RAUM change · derived
- Derek Justin Finch left Evolve Private Wealth, Llc for Seaside Wealth Management, Inc. (registered 2026-01-28)Jan 15, 2026 · Advisor changed firm · fact
- 9 advisors left Sanctuary Advisors, LLC (Los Angeles, CA) for Evolve Private Wealth, LLC a day apartApr 2, 2025 · Team lift-out · derived
- Slk Private Wealth, Llc filed its initial SEC registration (Form ADV)Dec 2, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Evolve Private Wealth, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/evolveprivatewealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- evolvepw.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (424) 500-4601reportedpublic record, Form ADV, Jun 16, 2026
- Team page
- evolveprivatewealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $119Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026