Evolve Wealth Advisors LP

Evolve Wealth Advisors LP (CRD# 316038) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $46,140,663 in 107 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254
https://www.evolvewealthadvisors.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $431,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, OR, TX

Financial Advisors at Evolve Wealth Advisors LP
Showing 1 - 4 of 4 top financial advisors.
1
Peter Henry, financial advisor Scottsdale AZ
Peter J. Henry
CRD#: 4845126
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254

Peter Henry (CRD# 4845126) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has over 19 years of experience in the finance industry.

2
Patrick Kinney, financial advisor Scottsdale AZ
Patrick L. Kinney
CRD#: 2650735
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254

Patrick Kinney (CRD# 2650735) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has over 21 years of experience in the finance industry.

3
David Smitten, financial advisor Scottsdale AZ
David M. Smitten
CRD#: 6552785
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254

David Smitten (CRD# 6552785) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has over 8 years of experience in the finance industry.

4
Jayson Moss, financial advisor Scottsdale AZ
Jayson Moss
CRD#: 7419669
16427 North Scottsdale Road, Suite 410, Scottsdale, AZ 85254

Jayson Moss (CRD# 7419669) is an Investment Advisor Representative working at Evolve Wealth Advisors LP in Scottsdale, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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