EVOLUTION WEALTH ADVISORS, LLC
CRD #285142 SEC #801-111646 AVENTURA, FL (305) 921-4740
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
12
Clients
--
Accounts
909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.2B | $125.9M | 12 | 7 |
| Mar 2024 | $952.2M | $952.2M | $0 | 12 | 3 |
| Mar 2023 | $842.8M | $842.8M | $0 | 11 | 2 |
| Mar 2022 | $899.7M | $899.7M | $0 | 10 | 1 |
| Mar 2022 | $899.7M | $899.7M | $0 | 10 | 1 |
| Jul 2021 | $816.9M | $816.9M | $0 | 9 | 2 |
| Mar 2021 | $761.7M | $761.7M | $0 | 9 | 2 |
| Sep 2020 | $825.4M | $825.4M | $0 | 9 | 4 |
| May 2020 | $825.4M | $825.4M | $0 | 9 | 4 |
| Mar 2020 | $825.4M | $825.4M | $0 | 9 | 4 |
| Sep 2019 | $702.5M | $702.5M | $0 | 10 | 3 |
| Mar 2019 | $419.8M | $419.8M | $0 | 8 | 3 |
| Nov 2018 | $401.4M | $359.1M | $42.4M | 6 | 0 |
| Jun 2018 | $401.4M | $359.1M | $42.4M | 6 | 0 |
| Apr 2018 | $132.7M | $132.7M | $0 | 3 | 0 |
| Mar 2018 | $0 | $0 | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 4 | 0 |
| Sep 2017 | $0 | $0 | $0 | 4 | 0 |
| Aug 2017 | $0 | $0 | $0 | 4 | 0 |
| Aug 2017 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$125.9M
Employees12
Clients7
DateMar 2024
Total AUM$952.2M
Discretionary$952.2M
Non-Disc.$0
Employees12
Clients3
DateMar 2023
Total AUM$842.8M
Discretionary$842.8M
Non-Disc.$0
Employees11
Clients2
DateMar 2022
Total AUM$899.7M
Discretionary$899.7M
Non-Disc.$0
Employees10
Clients1
DateMar 2022
Total AUM$899.7M
Discretionary$899.7M
Non-Disc.$0
Employees10
Clients1
DateJul 2021
Total AUM$816.9M
Discretionary$816.9M
Non-Disc.$0
Employees9
Clients2
DateMar 2021
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees9
Clients2
DateSep 2020
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees9
Clients4
DateMay 2020
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees9
Clients4
DateMar 2020
Total AUM$825.4M
Discretionary$825.4M
Non-Disc.$0
Employees9
Clients4
DateSep 2019
Total AUM$702.5M
Discretionary$702.5M
Non-Disc.$0
Employees10
Clients3
DateMar 2019
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees8
Clients3
DateNov 2018
Total AUM$401.4M
Discretionary$359.1M
Non-Disc.$42.4M
Employees6
Clients0
DateJun 2018
Total AUM$401.4M
Discretionary$359.1M
Non-Disc.$42.4M
Employees6
Clients0
DateApr 2018
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0