EVOLUTION WEALTH MANAGEMENT INC.
SEC Form ADV profile.
Total regulatory AUM
$171,743,835
Discretionary
$171,743,835
Non-discretionary
$0
Firm details
- CRD number
- 307644
- SEC file number
- 801-131761
- Main office
- FORT MYERS, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.