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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Evolution Wealth Management Inc
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| CRD # | 307644 |
| SEC # | 801-131761 |
| CIK # | |
| AUM | $134.5 M (2025-03-17) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 239-771-8696 |
| Address | 12487 Brantley Commons Court Fort Myers, FL 33907 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 63.1 |
| (b) Individuals (high net worth individuals) | 44 | 71.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 134.5 |
| By Discretionary | ||
| Discretionary | 608 | 134.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 608 | 134.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.5 | |
| Total | 608 | 134.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keller Financial Group Inc
✚
|
PA | 0.1 |
|
Lockerman Financial Group Inc
✚
|
CA | 0.1 |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 0.1 |
|
W & S Management Services Inc
✚
|
NY | 0.1 |
|
Marathon Wealth Management Inc
✚
|
NY | 0.1 |
|
Gervais Capital Management LLC
✚
|
WY | 0.1 |
|
Mindoro Capital Partners LLC
✚
|
MA | 0.1 |
|
Forest Capital Operating Company LLC
✚
|
NC | 0.1 |
|
Foundry Wealth Advisors LLC
✚
|
MD | 0.1 |
|
Kestrel Wealth Management LLC
✚
|
IN | 0.1 |