Barbara Moreno is a registered investment advisor at Evolve Private Wealth, LLC, based in Los Angeles, CA, with 9 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.
Location
10877 Wilshire Boulevard, Suite 1406, Los Angeles, CA, 90024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara works as an investment advisor representative with SLK Private Wealth Management, LLC since January 2025, and with Sanctuary Advisors, LLC and Sanctuary Securities, LLC since September 2022. She also serves as a Sr Registered Client Associate with SLK Private Wealth Management, dedicating nearly full-time hours to sales support.
Employment History
Current Registrations
Evolve Private Wealth, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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