EVOLUTION WEALTH ADVISORS, LLC

CRD 285142 · SEC 801-111646

Visit website

20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, 33180, United States

Phone

(305) 921-4740

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.96B

Discretionary AUM

$1.33B

Team

15 total employees; 7 advisory reps; 3 broker-dealer reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersOFFERS RESEARCH/ADVICE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS

Client types

Type	Clients	AUM
High net worth individuals	238	$601.2M
Pension/profit sharing plans	6	$12.3M
Corporations/business entities	136	$1.34B

States served

NY, TX, FL

All web addresses on file

HTTP://WWW.EWADVISORS.NET/
https://www.linkedin.com/company/evolution-wealth-advisors-llc/about/
https://www.youtube.com/@evolutionwealthadvisors

Official SEC filing: View on IAPD