Founder & Managing Partner · Evolve Private Wealth, LLC
Edward J Kahn
CRD 6578048 · Named on Form ADV at one SEC-registered adviser
At a glance
Evolve Private Wealth, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $2.1 billion in regulatory assets, lists Edward J Kahn on its Form ADV as Founder & Managing Partner, a control person.
Firms and roles
- Evolve Private Wealth, LLCFounder & Managing PartnerWealth manager · LOS Angeles, CA · $2.1B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Razmig K. Der-TavitianChief Investment Officer, Managing Partner, Evolve Private Wealth, LLC
- Glen D. StraussFounder & Managing Partner, Evolve Private Wealth, LLC
- Jonathan A. LewisFounder & Managing Partner, Evolve Private Wealth, LLC
- Adam L. WeinstockManaging Partner, Evolve Private Wealth, LLC
- Hank J. KrakoverPartner & Portfolio Manager, Evolve Private Wealth, LLC
1 more person named with Edward on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.