Evolve Private Wealth: A Strategic Rebrand for a $2B RIA Powerhouse

LOS ANGELES, CA – January 28, 2026 – In a move signaling its strategic maturation and future ambitions, SLK Private Wealth Management, a prominent independent firm with over $2 billion in global assets, has officially rebranded as Evolve Private Wealth. The new name caps a period of significant expansion and underscores a deliberate journey from a wirehouse breakaway team to a fully independent, multigenerational wealth advisory group poised for continued growth.

The change is more than cosmetic. It represents the culmination of a multi-year transition that has seen the firm expand its assets, talent, and service capabilities. While the name on the door has changed, Evolve’s leadership emphasizes that its core mission—delivering a comprehensive, family-office experience for high-net-worth clients—remains the bedrock of its operations.

“Our firm has always been focused on delivering a family-office experience that gives clients confidence and clarity around their financial future,” said Glen Strauss, Managing Partner of Evolve Private Wealth, in a statement. “Our new name better reflects who we are today and our forward-looking vision as we continue to expand the depth of our services and investment opportunities for the families we serve.”

The Journey to Full Independence

Evolve's story is a case study in the powerful trend of advisors moving from large brokerage firms to the independent Registered Investment Adviser (RIA) channel. The firm's genesis dates back to 2022, when founding partners Glen Strauss, Jonathan Lewis, and EJ Kahn departed from Wells Fargo Advisors. At the time, their team, known as The Strauss/Lewis/Kahn Wealth Management Group, managed an impressive $1.6 billion in client assets.

They were joined by Chief Investment Officer and Managing Partner Razmig Der-Tavitian and Portfolio Manager Hank Krakover. Their decision was part of a broader industry shift, with many established advisors seeking greater autonomy and a fiduciary-first structure free from the constraints of a large wirehouse. The team's initial move was into a “partnered independence” model under the umbrella of Sanctuary Wealth, a platform that provides operational and compliance support to transitioning advisors.

This crucial step allowed the nascent firm, then SLK Private Wealth, to establish its own identity while leveraging an existing infrastructure. The partnership proved to be a successful launchpad, culminating in the firm achieving full independence in January 2025. This final stage completed a deliberate, multi-step evolution from employees of a major corporation to owners of a fully independent enterprise, giving them complete control over the client experience, technology stack, and strategic direction.

Fueling Growth and Expanding Expertise

A key catalyst for the rebranding was the firm’s “sustained and meaningful growth,” which has been driven by both market performance and strategic talent acquisition. The most significant addition came in 2024 with the recruitment of Los Angeles-based advisors Adam and Eleanor Weinstock. This move was a major coup, bringing over $300 million in new client assets and substantially deepening the firm’s expertise.

The Weinstocks’ practice brought a sophisticated client roster with a focus on entrepreneurs, entertainers, and corporate executives—segments with uniquely complex financial needs that demand a high-touch, specialized advisory model. Adam Weinstock joined as a managing partner, tasked with focusing on intricate investment management, tax strategies, and legacy planning. Eleanor Weinstock, his grandmother, brought decades of experience as a managing director, specializing in serving multigenerational families.

This expansion did more than just increase the firm’s AUM to its current $2 billion-plus figure. It strategically broadened Evolve’s client base and reinforced its positioning as a multigenerational wealth management group, capable of handling the intricate financial dynamics that span generations within affluent families. The integration of the Weinstocks’ practice proved the firm's model was not only scalable but also attractive to other high-performing advisors.

Redefining the Family Office in a Competitive Market

By adopting the name Evolve, the firm is making a clear statement about its market position. In the increasingly crowded and competitive independent RIA space, differentiation is key. Evolve is positioning itself as a boutique that offers the capabilities of a large institution but with the personalization and agility of a private family office.

This “family-office experience” is a core part of its value proposition. It extends beyond traditional investment management to encompass a holistic suite of coordinated services, including tax and estate planning, retirement solutions, insurance analysis, and education funding. This integrated approach is designed to simplify the complex financial lives of high-net-worth clients, who increasingly demand a single, trusted point of contact.

The firm's focus on multigenerational planning is particularly timely. With trillions of dollars poised to transfer between generations in the coming decades, the ability to serve an entire family—from the wealth-creating patriarch or matriarch to their children and grandchildren—is a critical differentiator. This requires not only financial acumen but also the soft skills to navigate family dynamics and educate younger generations on financial stewardship.

Evolve enters this next chapter against the backdrop of a booming RIA sector. The independent channel is projected to manage a third of all advisor-managed assets in the U.S. by 2026, fueled by client trust and the demand for planning-centric advice. To stay at the forefront, firms must embrace innovation, from leveraging AI for operational efficiency to providing a seamless digital client experience—a challenge Evolve’s new brand suggests it is ready to meet.