EVOLUTION WEALTH ADVISORS, LLC

20900 Ne 30th Avenue
Suite 517
Aventura, Florida 33180
Tel: (305) 921-4740

About EVOLUTION WEALTH ADVISORS, LLC

EVOLUTION WEALTH ADVISORS, LLC, formally registered with the SEC as EVOLUTION WEALTH ADVISORS, LLC. The firm was established in 09/08/2017. They have over 1 offices throughout the country.

EVOLUTION WEALTH ADVISORS, LLC is a Aventura, Florida based Financial Planning firm with nearly $952,233,832 assets under management, offering retirement planning & investment advisory services to 510 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285142
SEC#	801-111646
Assets Managed by Firm	$952,233,832
No. of Clients	510
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (OFFERS RESEARCH/ADVISE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS)

Firm Client Information

	No. of Clients	AUM
Firm Total	510	$952,233,832
High net worth individuals	196	$417,852,787
Corporations or other businesses	105	$518,413,251

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