# Evolution Wealth Advisors

Evolution Wealth Advisors is a Bank / Wealth / Trust based in Aventura, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Aventura, United States
- **Region:** North America
- **Address:** Aventura, FL, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** evolutionwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/evolution-wealth-advisors-llc

## Regulatory record

- **Reports private funds:** No

## About

Evolution Wealth Advisors is a financial advisory practice headquartered in Aventura, Florida. The firm positions itself as a holistic wealth manager, integrating investment management with estate planning and insurance strategies. Its client base appears concentrated in South Florida, a region dense with Latin American family capital, though the firm does not publicly segment its book by geography or wealth tier. The firm's investment approach relies on manager selection and asset-allocation models rather than direct investing or co-investment programs. It has not disclosed specific fund relationships, portfolio holdings, or performance benchmarks. As of mid-2026, Evolution Wealth Advisors had not reported team headcount, AUM, or a named principal on any public-facing platform. This opacity is consistent with a sub-scale wealth practice that sources clients through professional networks and referrals rather than institutional marketing. The firm carries no disclosed adjacent vehicles, philanthropic entities, or membership in peer networks like Tiger 21 or R360. Without a disclosed succession plan or next-generation advisor bench, the practice's continuity risk is an open question for any allocator evaluating a long-term advisory relationship.

## Sectors

- Wealth Management
- Financial Services

## Questions

### How does the firm structure client portfolios?

The firm uses a manager-selection and asset-allocation model built around third-party funds, insurance products, and tax-efficient planning strategies. It has not disclosed direct-investment capabilities or proprietary fund vehicles.

### Who leads the firm, and what is the succession plan?

No named principal or managing advisor is publicly linked to Evolution Wealth Advisors. The firm has not disclosed a succession plan or next-generation leadership structure, which represents a known continuity risk for a boutique practice.

### What is the firm's geographic and client footprint?

The firm is based in Aventura, Florida—a market with significant concentration of Latin American family capital and domestic retirees. It has not disclosed additional offices or a segmented breakdown of its client base by region.

## Related profiles

- [EVOadvisers](https://altss.com/profile/evoadvisers)
- [Evolutionary Tree Capital Management](https://altss.com/profile/evolutionary-tree-capital-management)

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Last updated: 2026-08-11T02:43:31.692Z

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