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Evolution Wealth Advisors, LLC

● SEC registered since 2017CRD 285142SEC# 801-111646Aventura, FL
Export (members)
Reg. AUM
$1.31B
Employees
12
Accounts
909
Location
Aventura, FL

Evolution Wealth Advisors, LLC assets under management

Evolution Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 12 people.
www.ewadvisors.netView on SEC.gov ↗

Evolution Wealth Advisors, LLC owners & executives

14 reported
NameTitleOwnershipSince
Alan Rotter Revocable TrustMember25-50%2020
Alfonso (nmn) AngrisanoMember10-25%2020
Antonino Gianni Ciulla CimminoMember5-10%2022
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Frequently asked questions

How much does Evolution Wealth Advisors, LLC manage?

Evolution Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Evolution Wealth Advisors, LLC have?

Evolution Wealth Advisors, LLC reports 12 employees.

Where is Evolution Wealth Advisors, LLC located?

Evolution Wealth Advisors, LLC is based in Aventura, FL and has been SEC-registered since 2017.

Does Evolution Wealth Advisors, LLC disclose fund performance?

Evolution Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20900 NE 30th Avenue, Suite 517, Aventura, FL 33180
Phone(305) 921-4740
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$125.9M
Total (RAUM)$1.31B