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EVOLUTION WEALTH ADVISORS, LLC
CRD 285142File 801-111646
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.