EVOLVE WEALTH ADVISORS LP
CRD #316038 SEC #801-122190 SCOTTSDALE, AZ 602-805-5683
SEC Registered
Total AUM
$20.7M
Discretionary
$20.7M
Employees
4
Clients
1
Accounts
18
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EVOLVE CROSS BOARDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BOARDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BOARDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| EVOLVE CROSS BORDER INVESTMENTS LLC | DE | GENERAL PARTNER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| HENRY, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| Kinney, Patrick, Louis | I | CHIEF OPERATIONS OFFICER | NA | |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITTEN, DAVID, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| EVOLVE INVESTMENT HOLDINGS LLC | DE | LIMITED PARTNER | D | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
| Moss, Jayson, NMN | I | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| HENRY, PETER, JOHN | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| KINNEY, PATRICK, LOUIS | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Kinney, Patrick, Louis | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| SMITTEN, DAVID, MICHAEL | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
| Smitten, David, Michael | I | EVOLVE INVESTMENT HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Aug 4, 2022 REGISTERED
Notice Filings (2)
AZ CA
Address
16427 NORTH SCOTTSDALE ROADSUITE 410
SCOTTSDALE, AZ 85254
United States
Phone: 602-805-5683