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Evolve Wealth Advisors LP

Evolve Wealth Advisors LP. CRD 316038

E

CRD: 316038

Evolve Wealth Advisors LP

Scottsdale, AZ, 85258
6028055683
www.evolvewealthadvisors.com
$58.4M Total AUM
$57.7M Disc. AUM
-- 3Y CAGR
3 Employees
67 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Harbor quantumPeak fusion +more
Established Date
08-30-2021
Office Locations
2

Office Locations

7702 E Doubletree Ranch Road Suite 300 Scottsdale AZ
-- South Pasadena CA

About Evolve Wealth Advisors LP

Evolve Wealth Advisors LP is an independent RIA providing client-focused wealth management for individuals and families with complex financial lives. The firm builds comprehensive financial plans and delivers disciplined investment management, with support for tax planning/preparation, retirement, estate and insurance planning, charitable giving, and small-business/college planning. Registered in AZ and several other states; custody relationships include Charles Schwab.

Team overview

51 AVG AGE
$19.5M AVG AUM / ADVISOR
$871.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Accredited Investors

Element vital Vital

Asset Classes

Meridian Horizon Matrix timber Vital Crest quantum Zenith optima Signal Oak bridge

Client Personas

North bridge Horizon

Custodian

Pioneer Ember zenith Catalyst Ridge ember Pioneer Pioneer Value zenith Prime vertex

Investment Themes

Pathway Optima bridge Signal wave Unison glacier Eagle harbor Radial

Investment Vehicles

Atlas Zenith

Services

Harbor Bridge momentum Wave oak Fusion Delta vertex Vertex fusion Timber Alpha meridian Foundation Meridian Meridian optima Summit Quantum

Technology

Bridge Pioneer meridian Matrix oak

Owner & Executives

Jayson Moss

Jayson Moss

Chief Investment Officer, Director

CRD
#7419669
Ownership
25% but less than 50%
(535) 463-5897
foundation.vertex@frontiercapital.com
in linkedin.com/in/eagle-eagle
PETER JOHN HENRY

PETER JOHN HENRY

Chief Executive Officer

CRD
#4845126
Ownership
Less than 5%
(262) 912-5941
radial.pioneer@vectorcapital.com
in linkedin.com/in/insight-insight
C

Catalyst crest

Insight legacy

CRD
#81688
Ownership
30.9%
(850) 379-7335
momentum.eagle@horizoncapital.com
in linkedin.com/in/glacier-crest

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-16-2021
06-21-2022
Category Assets AVG. Account size
Discretionary $57,725,884 $1,150,000
Non-Discretionary $676,201 --
Total $58,402,085 $1,150,000

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Separately Managed Accounts

Total SMA Asset: $58,402,085

$58.4M Total SMA
Public Funds:
17.8%
Equity - Exchange:
14.5%
Municipal Bonds:
14.5%
U.S. Government/Agency:
18.2%
Cash:
13.2%
Corporate - Investment Grade:
21.8%
Asset class Assets Assets %
Public Funds $1,542,597,079 17.8%
Equity - Exchange $1,256,609,980 14.5%
Municipal Bonds $1,256,609,980 14.5%
U.S. Government/Agency $1,577,262,182 18.2%
Cash $1,143,948,396 13.2%
Corporate - Investment Grade $1,889,248,108 21.8%
Total $8,666,275,725 100.0%

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