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| Evolution Wealth Advisors LLC
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|---|---|
| CRD # | 285142 |
| SEC # | 801-111646 |
| CIK # | 0001763121 |
| AUM | 1,957.9 M (2026-03-10) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 305-921-4740 |
| Address | 20900 NE 30th Avenue Aventura, FL 33180 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 238.7 | ||
| SPDR Gold Trust | 30.2 | ||
| Amazon Com Inc | 20.7 | ||
| Palantir Technologies Inc | 8.2 | ||
| Microsoft Corp | 7.9 | ||
| Alphabet Inc | 6.5 | ||
| iShares Bitcoin Trust | 6.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 238 | 601.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 12.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 136 | 1,344.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,071 | 1,957.9 |
| By Discretionary | ||
| Discretionary | 690 | 1,325.1 |
| Non-Discretionary | 381 | 632.8 |
| Total | 1,071 | 1,957.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,236.8 | |
| United States Persons | 721.1 | |
| Total | 1,071 | 1,957.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763121] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (49 non-US) |
| Serves | Institutional, Retail |
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