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Fund Manager

Evolve Private Wealth

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Evolve Private Wealth

Fund Manager

Primary Strategy: Other

Year Founded: 2022

Number of Employees: 20

Ownership: Privately Held

Year End: December

Description

Evolve Private Wealth is an independent, employee-owned registered investment advisor built for entrepreneurs, business owners, and multi-generational families navigating complexity. We operate as a modern family office, integrating investment management, tax strategy, estate planning coordination, and balance-sheet advice into a single, cohesive relationship. Our approach is adaptive by design,

Contact

Website: Link to website

LinkedIn: linkedin.com/company/evolveprivatewealth

Address

10877 Wilshire Boulevard, Suite 1406, Los Angeles, California, United States

Date

As of: June 20, 2026

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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See All Funds

Current Service Providers

Fund Administrators

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Fund Auditors

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Switches

Last 12 months

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Team

Individuals

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