Evolution Wealth Management Inc.

RIASEC Registered

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$238K

Accounts

721

Employees

Advisory reps

Firm details

Headquarters: Fort Myers, Florida
CRD number: 307644
Registered since: January 13, 2025
Website: evolutionretirementservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.23%
HNWI46.66%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Evolution Wealth Management Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm focuses on serving individuals and families, providing comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selecting external managers when appropriate. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, reflecting flexibility for different client needs. The firm identifies as a capital allocator: it builds client portfolios from mutual funds and ETFs and supplements those exposures by appointing outside managers for specialized strategies. Evolution is not positioned as an ESG investor. The firm also has an affiliation with an insurance company, which may inform some client solutions and product access.