Evolve Wealth Advisors Lp
- Regulatory AUM
- $58.4M
- Discretionary
- $57.7M
- Clients
- 67
- Avg AUM / client
- $872K
- Accounts
- 170
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $2.9M | 4.99% |
| High net worth individuals | 41 | $54.9M | 94.0% |
| Other | 1 | $574K | 0.98% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jayson Moss | Chief Investment Officer & Limited Partner | CFA | Jul 2021 (5y) | 10% – 25% |
| Peter John Henry | Member | Jul 2021 (5y) | ≈ 12.5% – 37.5% via Evolve Investment Holdings Llc | |
| Patrick Louis Kinney | Member | Jul 2021 (5y) | ≈ 12.5% – 37.5% via Evolve Investment Holdings Llc | |
| Smitten, David, Michael | Chief Compliance Officer | Jul 2021 (5y) | ≈ 12.5% – 37.5% via Evolve Investment Holdings Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Evolve Investment Holdings Llc | Limited Partner | Jul 2021 | A | 50% – 75% |
| Evolve Cross Border Investments Llc | General Partner | Jul 2021 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Peter John Henry: 25% – 50% of Evolve Investment Holdings Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Patrick Louis Kinney: 25% – 50% of Evolve Investment Holdings Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Smitten, David, Michael: 25% – 50% of Evolve Investment Holdings Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $52.2M (89% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗