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EVOLVE PRIVATE WEALTH, LLC

LOS ANGELES, CA · CRD 333932 · IAPD ↗ · evolvepw.com · (424) 500-4601

$2.15BRegulatory AUM
10Advisory reps
17Employees
0Clients
0Planning clients
1Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — EVOLVE PRIVATE WEALTH, LLC notice-filed in NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — EVOLVE PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2026 — SLK PRIVATE WEALTH MANAGEMENT, LLC is now doing business as EVOLVE PRIVATE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
66
February 2026 — EVOLVE PRIVATE WEALTH, LLC reported RAUM up 30% ($1.65B -> $2.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2026 — EVOLVE PRIVATE WEALTH, LLC now reports custody of client assets ($467.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
February 2026 — EVOLVE PRIVATE WEALTH, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
February 2026 — EVOLVE PRIVATE WEALTH, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
49
July 2025 — SLK PRIVATE WEALTH MANAGEMENT, LLC notice-filed in NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
June 2025 — SLK PRIVATE WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — SLK PRIVATE WEALTH MANAGEMENT, LLC (LOS ANGELES, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.