Overview
Assets Under Management: $172 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 37
Average Client Assets: $2.2 million
Frequently Asked Questions
EVOLUTION WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307644), EVOLUTION WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
EVOLUTION WEALTH MANAGEMENT INC. is headquartered in FORT MYERS, FL.
EVOLUTION WEALTH MANAGEMENT INC. serves 37 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, EVOLUTION WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EVOLUTION WEALTH MANAGEMENT INC. manages $172 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, EVOLUTION WEALTH MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.66%
Average Client Assets: $2.2 million
Total Client Accounts: 721
Discretionary Accounts: 721
Regulatory Filings
CRD Number: 307644
Filing ID: 2060617
Last Filing Date: 2026-03-11 15:27:54