EVOLUTION WEALTH MANAGEMENT INC.

EVOLUTION WEALTH MANAGEMENT INC. of FORT MYERS, FL is an SEC-registered investment adviser (CRD 307644). Regulatory assets under management: $171.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 307644
• SEC file number: 801-131761
• Type: Registered investment adviser
• Location: 12487 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907
• Phone: 239-771-8696
• Latest filing: 2026-03-11
• Regulatory AUM: $171.7M
• Discretionary AUM: $171.7M
• Clients: 7
• Accounts: 721

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

Disclosures (5)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307644 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search