Edward J Kahn
Investment adviser representative at Evolve Private Wealth, LLC
10 yearsExperience
2 statesRegistered in
$2.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Evolve Private Wealth, LLCJan 2025 to now
- Sanctuary Advisors, LLCSep 2022 to Apr 2025
- Sanctuary Securities, Inc.Sep 2022 to Apr 2025
- Wells Fargo Clearing Services, LLCJun 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Evolve Private Wealth, LLC
$2.1BAssets managed
679Clients
20Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6578048
- Firm CRD
- 333932