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Adam Jake Schwartz

Evolve Private Wealth, LLC

Los Angeles, CA

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Current Employers
Evolve Private Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-22
  • CA RA
    APPROVED
    Since 2026-01-22

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
University Of Wisconsin - Madison Madison WI 09/2021 05/2025
Slk Private Wealth Management, Llc Los Angeles CA 06/2023 08/2024
Slk Private Wealth Management, Llc Los Angeles CA 06/2025 Present
Student Calabasas CA 09/2015 06/2021
  • 09/2021 → 05/2025
    University Of Wisconsin - Madison
    Madison, WI
  • 06/2023 → 08/2024
    Slk Private Wealth Management, Llc
    Los Angeles, CA
  • 06/2025 → Present
    Slk Private Wealth Management, Llc
    Los Angeles, CA
  • 09/2015 → 06/2021
    Student
    Calabasas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-21

View on SEC IAPD

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