Jonathan Adam Lewis

Employer firm

Evolve Private Wealth, LLC CRD 333932

$2.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → 09/2022
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 09/2022 → 04/2025
  Sanctuary Securities, Inc.
  Los Angeles, CA
• 09/2022 → 04/2025
  Sanctuary Advisors, Llc
  Los Angeles, CA
• 01/2025 → Present
  Evolve Private Wealth, Llc
  Los Angeles, CA

Previous Registrations

• 2022-09-14 → 2025-04-03
  Sanctuary Advisors, Llc
  Los Angeles, CA
• 2000-09-08 → 2022-09-20
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) Evolve Wealth Insurance LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) Club Drive Investments, LLC; Investment-related; Same address; Managing member; Managing member of holding company with ownership interest in Evolve Private Wealth, LLC; Start date: 07/2022; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-27
• S63 Uniform Securities Agent State Law Examination
  1993-04-22