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Glen Strauss

Evolve Private Wealth, LLC
42 Years of Experience
Los Angeles, CA
2 DisclosuresSells Insurance
View SEC Summary
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Glen Strauss is a registered investment advisor at Evolve Private Wealth, LLC, based in Los Angeles, CA, with 42 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 679 clients with $2.1B in assets under management.

Evolve Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
679 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Wealth management fees range up to 1.50% annually based on factors such as scope and complexity, level of assets, and overall relationship. Fees are negotiable at the sole discretion of Evolve Private Wealth.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10877 Wilshire Boulevard, Suite 1406, Los Angeles, CA, 90024

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Award / Judgment
Customer Dispute
October 1993
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glen is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this activity. He is also a managing member of 556 Investments, LLC, a holding company with ownership in SLK Private Wealth Management, LLC, and spends minimal time on this.

Employment History
Current Registrations
Evolve Private Wealth, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Sanctuary Securities, INC.Broker
September 2022 - April 2025 · 2 yrs 7 mos
Sanctuary Advisors, LLC
September 2022 - April 2025 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2000 - September 2022 · 22 yrs
Wells Fargo Clearing Services, LLCBroker
September 2000 - September 2022 · 22 yrs
Salomon Smith Barney INC.Broker
July 1993 - September 2000 · 7 yrs 2 mos
Lehman Brothers INC.Broker
January 1984 - July 1993 · 9 yrs 6 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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