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| Evolution Wealth Management Inc
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|---|---|
| CRD # | 307644 |
| SEC # | 801-131761 |
| CIK # | 0002010029 |
| AUM | 171.7 M (2026-03-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 239-771-8696 |
| Address | 12487 Brantley Commons Court Fort Myers, FL 33907 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 91.4 |
| (b) Individuals (high net worth individuals) | 37 | 80.1 |
| (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 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 171.7 |
| By Discretionary | ||
| Discretionary | 721 | 171.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 721 | 171.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.7 | |
| Total | 721 | 171.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010029] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thompson Wealth Solutions LLC
✚
|
MD | 172.1 M |
|
Investor Advisory Group LLC
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NC | 172.1 M |
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McIntyre Freedman & Flynn Investment Advisers Inc
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MA | 172.0 M |
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Ascent Capital Partners LLC
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AZ | 172.0 M |
|
Pinnacle Portfolio Advisors LLC
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171.9 M | |
|
Ellerbrock-Norris Wealth Strategies LLC
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NE | 171.6 M |
|
Voyage Wealth Management LLC
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|
171.5 M | |
|
Kennon-Green & Company LLC
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|
OH | 171.4 M |
|
Assabet Advisors LLC
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|
MA | 171.4 M |
|
Granada Wealth Management LLC
✚
|
NC | 171.4 M |