EVOLUTION WEALTH MANAGEMENT INC.
CRD #307644 SEC #801-131761 FORT MYERS, FL 239-771-8696
SEC Registered Disclosures
Total AUM
$134.5M
Discretionary
$134.5M
Employees
5
Clients
0
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $134.5M | $134.5M | $0 | 5 | 0 |
| Sep 2025 | $134.5M | $134.5M | $0 | 5 | 0 |
| Aug 2025 | $134.5M | $134.5M | $0 | 5 | 0 |
| Mar 2025 | $134.5M | $134.5M | $0 | 5 | 0 |
| Dec 2024 | $111.3M | $111.3M | $0 | 6 | 0 |
| Dec 2024 | $111.3M | $111.3M | $0 | 6 | 0 |
DateOct 2025
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees6
Clients0