Elan Solomon
Investment adviser representative at Evolve Private Wealth, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Evolve Private Wealth, LLCSep 2026 to now
- One Capital Management, LLCJul 2024 to Sep 2026
- Regents Capital CorporationFeb 2024 to May 2024
- Chapman UniversityAug 2023 to Jul 2024
- Ambry GeneticsJun 2023 to Aug 2023
- Redica SystemsMay 2022 to May 2023
- StudentAug 2014 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7974016
- Firm CRD
- 333932