Evolution Wealth Management Inc.
Evolution Wealth Management Inc. is an SEC-registered mass-market adviser in Fort Myers, FL with $171.7M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Evolution Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307644, SEC 801-131761, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $171.7M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Fort Myers, FL
- Employees
- 7
- Clients
- 294
- CRD
- 307644
- Ownership
- Bruno, Adam; TRAULSEN, KURT, MICHAEL
How much AUM does Evolution Wealth Management Inc. have?
Evolution Wealth Management Inc. reported $171.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Evolution Wealth Management Inc.?
Disclosed owners and executives of Evolution Wealth Management Inc. include Bruno, Adam, TRAULSEN, KURT, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.