Evolution Wealth Advisors, LLC
Firm details
- Headquarters
- Aventura, Florida
- CRD number
- 285142
- Registered since
- September 8, 2017
- Website
- www.ewadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses68.67%
- HNWI30.71%
- Pension & Profit Sharing Plans0.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Evolution Wealth Advisors, LLC is an SEC-registered investment adviser (registered in 2017) organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, and it also conducts manager selection on behalf of clients. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Evolution does not identify as an ESG investor in the available data. The firm has been recognized by Forbes on its Top RIA lists in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds57%
- Exchange Traded Equities16%
- Non-Exchange Traded Equities7%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 151Active vs passive
$1.1B in ETFs
97%
$1.1B
2%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $211M | 282,543 | 18.39% |
Location
Aventura, FL
Miami Dade
Location
Aventura, FL
Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 20900 Ne 30th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Activest Wealth Management, LLC
RIAAventura, FL
Fitzroy Investment Advisors LLC
RIAAventura, FL
WM Partners, LP
RIAAventura, FL
Omnia Family Wealth, LLC
RIAAventura, FL
Aventura Private Wealth, LLC
RIAAventura, FL
Unison Asset Management LLC
RIAAventura, FL