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Building 2EVOLVE WEALTH ADVISORS LP

Map pinSCOTTSDALE, AZ
Phone602-805-5683
NotebookSEC #801-122190
Total AUM
$20.7M
Employees
4
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16427 NORTH SCOTTSDALE ROAD
SUITE 410
SCOTTSDALE
AZ 85254
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
602-805-5683
Other Offices
1

ReceiptFinancials

Total AUM
$20.7M
Accounts
18
Discretionary
$20.7M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$12.7M
HNW Individual Clients
3
AUM
$8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
USE OF SUB-ADVISERS

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Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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