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Evolution Wealth Advisors, LLC
EVOLUTION WEALTH ADVISORS, LLC is an SEC-registered investment adviser in AVENTURA, FL, registered since 2017. The firm manages $2.0 billion in assets, with...
Evolution Wealth Advisors, LLC
EVOLUTION WEALTH ADVISORS, LLC is an SEC-registered investment adviser in AVENTURA, FL, registered since 2017. The firm manages $2.0 billion in assets, with $1.3 billion managed on a discretionary basis. It employs 15 staff and 7 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is the known investment strategy of Evolution Wealth Advisors?
No investment strategy has been publicly disclosed by the firm. As a registered investment adviser, it likely manages client assets but does not publish asset-class preferences, sector focus, or stage targets. Direct inquiry with the firm would be required to uncover strategy details.
Who are the principals or portfolio managers at Evolution Wealth Advisors?
The firm's leadership team is not identified in public sources. SEC ADV filings may list key personnel, but no names are confirmed in available public records. A review of the firm's regulatory filings would be the most reliable path to identifying its principals.
Is Evolution Wealth Advisors a single-family office or multi-family office?
The firm is registered as a limited liability company with RIA status, but its classification as a single-family office or multi-family office has not been publicly documented. There are no disclosures regarding whether the firm manages capital for one family or multiple unrelated clients.
What are the assets under management for Evolution Wealth Advisors?
Evolution Wealth Advisors does not publicly report AUM. Its AUM band is undisclosed, and no third-party source provides an estimate. The firm's SEC filings may contain AUM data; however, that information has not been made available through public channels reviewed for this profile.
Does Evolution Wealth Advisors make direct private investments or fund commitments?
There is no public evidence of direct investments, fund commitments, or co-investments by Evolution Wealth Advisors. The firm's investment vehicles (if any) are not disclosed, and no portfolio company names have been associated with it in public media or industry databases.
Where is Evolution Wealth Advisors headquartered?
The firm's headquarters address is not publicly listed on its own website or in major business directories. While state-level business registrations may provide a location, no verified city or state is available from the sources consulted for this profile.
How old is Evolution Wealth Advisors?
The firm's founding date has not been disclosed. No year of establishment appears in public records, media coverage, or regulatory findings. The firm may have been formed recently or may not have chosen to publicize its history.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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