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Chelsea Augusta Traub

Evolve Private Wealth, LLC

Los Angeles, CA

CRD 5680024

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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:

Current Employers
Evolve Private Wealth, Llc

10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
  • CA RA
    APPROVED
    Since 2026-06-01

Branch Locations

10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evolve Private Wealth, Llc Los Angeles CA 06/2026 Present
J.P. Morgan Securities Llc Los Angeles CA 01/2017 04/2019
Jpmorgan Private Bank New York NY 11/2014 12/2016
Rbc Capital Markets, Llc Century City CA 04/2019 10/2021
Osaic Wealth, Inc. Redondo Beach CA 11/2021 08/2023
Seia Llc Redondo Beach CA 11/2021 05/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-01
  • S66 Uniform Combined State Law Examination
    2017-07-01
Other Names
  • Chelsea Augusta Traub
  • Chelsea Traub

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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