Advisor at Evolve Wealth Advisors LP
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Firm
Evolve Wealth Advisors LP
Location
Scottsdale, AZ 85258
Credentials
Series 63, Series 65
Industry experience
10 years
Peter Henry is a financial advisor with Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles at multiple firms including Raintree Capital Partners LLC, where he manages capital markets relationships and product strategy, and Evolve Cross Border Partners, LLC, a cross-border tax and financial planning consulting firm where he spends significant time on business development and client coordination. He is also the managing member of Pacific Energy Holdings, a holding company for oil royalties. Evolve Wealth Advisors is a partner-led firm serving individuals, charitable organizations, and corporations with discretionary portfolio management, pension consulting, and financial planning. The firm tailors investment policies for each client and employs fundamental analysis, modern portfolio theory, and quantitative techniques, offering strategies including long-term investing and options trading.
Based on Evolve Wealth Advisors LP
Based on Evolve Wealth Advisors LP
$500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $25,000,000: 0.30% $25,000,001+: 0.25%
$280 to $400 per hour
Account minimum: $500,000
7702 E Doubletree Ranch Road, Suite 300
Scottsdale, AZ 85258
Arizona · California · Idaho · Texas
Raintree Capital Partners LLC
2023 - Present (3 years)
Evolve Wealth Advisors, LP
2021 - Present (5 years)
Evolve Investment Holdings LLC
2021 - Present (5 years)
Versant Capital Management, Inc
2020 - 2021 (1 year)
Cardinal Point Wealth Management, LLC
2020 - 2021 (1 year)
Evolve Cross Border Investments, LLC
2020 - Present (6 years)
Evolve Cross Border Partners, LLC
2020 - 2024 (4 years)
Pacific Energy Holdings
2019 - Present (7 years)
KeatsConnelly LLC
2017 - 2020 (3 years)
Churchill Management Group
2016 - 2016 (1 year)
Pacific Energy Consultants
2011 - 2020 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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