Evolve Private Wealth, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 679
- Avg AUM / client
- $3.2M
- Accounts
- 3,940
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 495 | $381M | 17.7% |
| High net worth individuals | 184 | $1.8B | 82.3% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward J Kahn | Managing Member | Jul 2022 (4y) | ≈ 7.5% – 25% via Slkahn, Llc | |
| Glen David Strauss | Managing Member | Jul 2022 (4y) | ≈ 18.75% – 50% via 556 Investments, Llc | |
| Hank Jay Krakover | Managing Member | Jul 2022 (4y) | ≈ 3.75% – 10% via Krakover Wealth, Llc | |
| Jonathan Adam Lewis | Managing Member | Jul 2022 (4y) | ≈ 7.5% – 25% via Club Drive Investments, Llc | |
| Razmig Kevork Der Tavitian | Managing Member | CFA | Sep 2023 (3y) | ≈ 7.5% – 25% via Urartu Capital, Llc |
| Adam Lawrence Weinstock | Managing Member | CFP | May 2024 (2y) | ≈ 7.5% – 25% via Purple Sector Investments, Llc |
| Derek Justin Finch | Chief Compliance Officer | Dec 2024 (2y) | Less than 5% | |
| Barbara Moreno | Registered representative | Jan 2025 (2y) | ||
| Eleanor Weinstock | Registered representative | Jan 2025 (2y) | ||
| Armen Kesian | Registered representative | Dec 2025 (1y) | ||
| Adam Jake Schwartz | Registered representative | Jan 2026 (1y) | ||
| Brett A Cohen | Registered representative | Feb 2026 (0y) | ||
| Luke C Mc Grath | Registered representative | CFP | Feb 2026 (0y) | |
| Eric Howard Gould | Registered representative | Feb 2026 (0y) | ||
| Nicholas Andrian | Registered representative | Apr 2026 (0y) | ||
| Armen George Keheyan | Registered representative | May 2026 (0y) | ||
| Chelsea Augusta Traub | Registered representative | Jun 2026 (0y) | ||
| Timothy Aaron Day | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 556 Investments, Llc | Owner | Sep 2022 | A | 25% – 50% |
| Club Drive Investments, Llc | Owner | Sep 2022 | A | 10% – 25% |
| Slkahn, Llc | Owner | Sep 2022 | A | 10% – 25% |
| Urartu Capital, Llc | Owner | Sep 2023 | A | 10% – 25% |
| Purple Sector Investments, Llc | Owner | May 2024 | A | 10% – 25% |
| Krakover Wealth, Llc | Owner | Sep 2022 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edward J Kahn: 75% – 100% of Slkahn, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Glen David Strauss: 75% – 100% of 556 Investments, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Hank Jay Krakover: 75% – 100% of Krakover Wealth, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Jonathan Adam Lewis: 75% – 100% of Club Drive Investments, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Razmig Kevork Der Tavitian: 75% – 100% of Urartu Capital, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Adam Lawrence Weinstock: 75% – 100% of Purple Sector Investments, Llc × 10% – 25% direct ≈ 7.5% – 25% 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) | 06/16/2026 | 1.22 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $2.1B (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗