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EVOLUTION WEALTH ADVISORS, LLC
CRD 285142File 801-111646
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.33B
Non-discretionary $632.8M
Clients
380
1,071 accounts
Employees
15
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 8, 2017
- Principal office
- 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, 33180
- Phone
- (305) 921-4740
- Website
- HTTP://WWW.EWADVISORS.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.96B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $632.8M
- Discretionary accounts
- 690
- Non-discretionary accounts
- 381
- Total accounts
- 1,071
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 136 | $1.34B |
| High net worth individuals | 238 | $601.2M |
| Pension and profit sharing plans | 6 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2026 | Clients | 354 | 380 | increased by26 |
| Apr 1, 2026 | AUM | $1,310,126,625 | $1,957,928,881 | increased by$647,802,256 |
| Apr 1, 2026 | Accounts | 909 | 1,071 | increased by162 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 231 | 354 | increased by123 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $899,738,880 | $1,310,126,625 | increased by$410,387,745 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 372 | 909 | increased by537 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 202 | 231 | increased by29 |
| Apr 1, 2022 | AUM | $816,907,407 | $899,738,880 | increased by$82,831,473 |
| Apr 1, 2022 | Accounts | 308 | 372 | increased by64 |
| Aug 1, 2021 | Clients | 185 | 202 | increased by17 |
| Aug 1, 2021 | AUM | $761,667,413 | $816,907,407 | increased by$55,239,994 |
| Aug 1, 2021 | Accounts | 284 | 308 | increased by24 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVOLUTION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVOLUTION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.