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AS

Adam J. Schwartz

EVOLVE PRIVATE WEALTH
LOS ANGELES, CA 90024
Some features on this profile are disabled
CRD#: 7759829
AS

Professional summary

Adam Jake Schwartz is a registered financial advisor currently at EVOLVE PRIVATE WEALTH, LLC located in Los Angeles, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Adam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Jake Schwartz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 22, 2026 - Present

EVOLVE PRIVATE WEALTH, LLC

Office #1: 10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
RIA
CRD#: 333932
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
EVOLVE PRIVATE WEALTH, LLC
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2026
Uniform Investment Adviser Law Examination

Current Firm

EP
EVOLVE PRIVATE WEALTH, LLC
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information

Main Address
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
Mailing Address
Phone number
(424) 500-4601
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts3,940
AUM (Assets Under Management)$ 2,147,950,288

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EVOLVE PRIVATE WEALTH, LLC

CRD#: 333932Los Angeles, CA 90024

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