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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bruno, Adam | I | CCO / OWNER | D | Control |
| Bruno, Adam | I | CCO / OWNER | D | Control |
| Bruno, Adam | I | CCO / OWNER | D | Control |
| Bruno, Adam | I | CCO / OWNER | D | Control |
| Bruno, Adam | I | CCO / OWNER | D | Control |
| Bruno, Adam | I | CCO / OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
| TRAULSEN, KURT, MICHAEL | I | OWNER | D | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (1)
FL
Address
12487 BRANTLEY COMMONS COURTFORT MYERS, FL 33907
United States
Phone: 239-771-8696