Adviser Profile
| As of Date | 01/15/2025 |
| Registration status | Registration Changed to EVOLUTION WEALTH MANAGEMENT INC. |
| ADV Location | FORT MYERS, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 79,696,194 |
| of that, discretionary | 79,696,194 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,275 |
| % High Net Worth | 13.01% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds