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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 3
Office Locations
About Evolve Private Wealth, LLC
Evolve Private Wealth is a 100% employee-owned, fee-only RIA providing integrated planning and institutional-grade portfolio management across public and private markets, including liquid and private alternatives, with a strong emphasis on tax-advantaged, after-tax outcomes. The firm serves business owners, multi-generational families, executives, and sports/entertainment professionals, pairing open-architecture manager access with consolidated, real-time balance sheet reporting and banking/lending coordination. It also invests alongside clients.
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Owner & Executives
RAZMIG KEVORK DER-TAVITIAN
Chief Investment Officer, Managing Partner
- CRD
- #7493819
- Ownership
- Less than 5%
EDWARD J KAHN
FOUNDER, Managing Partner
- CRD
- #6578048
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
Nicholas Andrian
Senior Associate, Data Analytics
- CRD
- #7884356
BRETT A COHEN
Managing Partner
- CRD
- #5944399
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,147,950,288 | $545,165 |
| Non-Discretionary | $0 | -- |
| Total | $2,147,950,288 | $545,165 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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