← Back to searchVisit website
EVOLUTION WEALTH MANAGEMENT INC.
CRD 307644 · SEC 801-131761
12487 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907, United States
Phone
239-771-8696
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.7M
Discretionary AUM
$171.7M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $91.4M |
| High net worth individuals | 37 | $80.1M |
States served
FL
All web addresses on file
- https://www.facebook.com/Evolutionretirementservicesinc
- https://www.linkedin.com/company/36016067/admin/
- https://www.youtube.com/channel/UCNkK-KreIz1j1zYmorwzF9g/featured
- https://evolutionretirementservices.com/
- https://www.evolveswfl.com
- https://instagram.com/evolutionretirementservices?igshid=YmMyMTA2M2Y=
- https://taxfreefortmyers.com/
- https://www.facebook.com/ltraulsen
- https://www.linkedin.com/in/lauren-traulsen-31325241
Official SEC filing: View on IAPD