Evolution Vision Wealth Management

Overview

Evolution Vision Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm operates as a capital allocator for individual and family clients, offering fee arrangements that combine a percentage of assets under management and fixed fees. Advisory services emphasized on the Form ADV include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor. The snapshot lists the firm as SEC-registered in 2026 and classifies it as an independent RIA that provides both advisory and planning services rather than brokerage. Its model and disclosures suggest a focus on outsourced-manager relationships and pooled vehicles alongside direct management of client portfolios.

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Location & Offices