Evolution Vision Wealth Management
Evolution Vision Wealth Management is an SEC-registered mass-market adviser with $65.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Evolution Vision Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340871, SEC 801-135684, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $65.4M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 98
- CRD
- 340871
- Ownership
- McCaslin, Daniel, Thomas; RAMIREZ, FELICIA, NICOLE
How much AUM does Evolution Vision Wealth Management have?
Evolution Vision Wealth Management reported $65.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Evolution Vision Wealth Management?
Disclosed owners and executives of Evolution Vision Wealth Management include McCaslin, Daniel, Thomas, RAMIREZ, FELICIA, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.