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.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Adam Bruno | CCO / OWNER | — |
| Kurt Michael Traulsen | OWNER | — |
| Bruno Adam | CCO / OWNER | — |
| TRAULSEN KURT MICHAEL | OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |