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Peter John Henry

Evolve Wealth Advisors LP

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About Peter John Henry

Peter Henry is a registered investment advisor representative with Evolve Wealth Advisors LP, located in Scottsdale, Arizona. Peter Henry has been in the industry since 2004 and has experience with Canaccord Adams Inc. and Canaccord Capital Corporation USA, Inc. Peter Henry holds Series 63, Series 65, and Series 37 licenses. Peter Henry's firm, Evolve Wealth Advisors LP, offers financial planning, pension consulting, and portfolio management services. Evolve Wealth Advisors LP manages approximately $52.1 million in assets.

Firm Information

Peter Henry is currently registered with Evolve Wealth Advisors LP. Evolve Wealth Advisors LP is an investment advisor headquartered in Austin, Texas. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, pension and profit-sharing plans, and other individuals. The firm manages approximately $52.1 million in regulatory assets under management.

$52.13M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Henry’s Registration & Firm History

AZ

03/10/2022 - Present

Evolve Wealth Advisors LP (SCOTTSDALE AZ)

NA

04/28/2006 - 09/04/2008

CANACCORD ADAMS INC. (CALGARY )

NA

12/07/2004 - 07/28/2008

CANACCORD CAPITAL CORPORATION USA, INC. (CALGARY )

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Licenses & Designations

IA

Issued 10/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2004

Series 37 - Canada Module of the General Securities Registered Representative (With Options Questions)

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter John Henry.
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