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EVOLUTION WEALTH MANAGEMENT INC.
CRD 307644File 801-131761
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.7M
Bottom 25% of cohort (national)
Discretionary AUM
$171.7M
Clients
294
721 accounts
Employees
7
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 13, 2025
- Principal office
- 12487 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907
- Phone
- 239-771-8696
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.7M
- Discretionary AUM
- $171.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 721
- Non-discretionary accounts
- 0
- Total accounts
- 721
- AUM per client
- $584K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $80.1M |
| Pension and profit sharing plans | Fewer than 5 | $180K |
| Individuals (other than high net worth individuals) | 257 | $91.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
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.