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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evolution Wealth Advisors LLC
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|---|---|
| CRD # | 285142 |
| SEC # | 801-111646 |
| CIK # | 0001763121 |
| AUM | $1.3 B (2025-03-28) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 305-921-4740 |
| Address | 20900 NE 30th Avenue Aventura, FL 33180 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 22.6 | ||
| SPDR Gold Trust | 17.9 | ||
| iShares Bitcoin Trust | 11.3 | ||
| Alphabet Inc | 11.1 | ||
| Apple Inc | 10.3 | ||
| Microsoft Corp | 9.1 | ||
| Palantir Technologies Inc | 8.2 | ||
| Facebook Inc | 5.3 | ||
| Tesla Motors Inc | 4.3 | ||
| Holdings by Sector ($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) | 224 | 533.0 |
| (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 | 0 | 10.1 |
| (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 | 20.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 130 | 746.2 |
| (n) Other | 0 | 0.0 |
| Total | 909 | 1,310.1 |
| By Discretionary | ||
| Discretionary | 630 | 1,184.3 |
| Non-Discretionary | 279 | 125.9 |
| Total | 909 | 1,310.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 640.4 | |
| United States Persons | 669.7 | |
| Total | 909 | 1,310.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763121] |
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|---|---|---|
|
Rossmore Private Capital LLC
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CT | 1.3 |
|
RVW Wealth LLC
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CA | 1.3 |
|
Strategic Family Wealth Counselors LLC
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NJ | 1.3 |
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Linden Global Strategies LLC
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NY | 1.3 |
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Cutler Investment Counsel LLC
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OR | 1.3 |
|
Sovran Advisors LLC
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CA | 1.3 |
|
Royal Fund Management LLC
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|
FL | 1.3 |
|
Roosevelt Capital Management LLC
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TX | 1.3 |
|
Oak Ridge Investments LLC
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|
IL | 1.3 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |