Chelsea Traub is a registered investment advisor at Evolve Private Wealth, LLC, based in Los Angeles, CA, with 9 years of industry experience. Chelsea 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
10877 Wilshire Boulevard, Suite 1406, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chelsea works as a Client Service Associate for SEIA, an LLC, since 2021. This investment-related activity takes up a full-time commitment.
Employment History
Current Registrations
Evolve Private Wealth, LLC
Previous Registrations
Signature Estate Securities, LLCBroker
Seia
Osaic Wealth, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
More Advisors
- Glen StraussEvolve Private Wealth, LLC
- Razmig Der-Tavitian, CFAEvolve Private Wealth, LLC
- Adam Weinstock, CFPEvolve Private Wealth, LLC
- David Arakelyan, CFPCetera Investment Advisers LLC
- Deanna Adams, CFA
- Carol Cory, CFPPlanmember Securities Corporation