# Evolve Financial

Evolve Financial is a RIA based in Seattle, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Seattle, United States
- **Assets under management:** Undisclosed
- **Website:** https://evolvefinancial.org
- **LinkedIn:** https://www.linkedin.com/company/evolvefinancial

## Regulatory record

- **CRD number:** 309676
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309676

## About

Evolve Financial is a financial planning firm whose sole owner is Gary Jeweler, a CFP® and CPA. The firm provides comprehensive financial planning advice uniquely suited to clients' specific needs. The goal is to work with clients for the long-term, supporting personal and financial growth, confidence, freedom, and sense of well-being.

## People

- Gary Jeweler — CFP®, CPA, sole owner

## Questions

### Who runs investment decisions at Evolve Financial?

No named principals or investment decision-makers have been publicly identified for Evolve Financial. The firm does not maintain a public-facing website or LinkedIn profile that lists team members.

### What is Evolve Financial's AUM?

Evolve Financial has not disclosed its AUM in any public record. No regulatory filings or media reports have surfaced that provide a figure or estimate.

### What investment strategy does Evolve Financial pursue?

The firm's investment strategy, asset-class mix, and stage preferences are not publicly documented. No official communications or third-party reports describe its approach to deploying capital.

### Where is Evolve Financial headquartered?

The firm's city, country, and regional base are not disclosed in available public sources. No office address has been published.

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Last updated: 2026-08-11T15:06:42.396Z

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