$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2020
- Office Locations
- 1
Office Locations
-- Seattle WA
About Evolve Financial
Evolve Financial is a Seattle-based independent advisory led by Gary Frederick Jeweler (CFP, CPA). The firm provides long-term financial planning and portfolio management, including tax and estate planning, insurance, and portfolio construction. Client focus includes athletes. Investment approach emphasizes active management, asset allocation, and risk management, using vehicles such as mutual funds. Custody includes Altruist.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$805.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Platform
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Services
Available
Owner & Executives
GARY FREDERICK JEWELER
CFP, CPA, Managing Member
- CRD
- #3010702
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,087,159 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,087,159 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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