PPrivate Fund Data Log in Join · $37/mo

Evolution Wealth Management Inc.

● SEC registered since 2025CRD 307644SEC# 801-131761Fort Myers, FL
Export (members)
Reg. AUM
$134.5M
Employees
5
Accounts
608
Location
Fort Myers, FL

Evolution Wealth Management Inc. assets under management

Evolution Wealth Management Inc. is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2025. It reports $134.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/evolutionretirementservicesincView on SEC.gov ↗

Evolution Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Adam Bruno ControlCco / Owner50-75%2020
Kurt Michael Traulsen ControlOwner50-75%2020

Frequently asked questions

How much does Evolution Wealth Management Inc. manage?

Evolution Wealth Management Inc. reports $134.5 million in regulatory assets under management on its Form ADV.

How many employees does Evolution Wealth Management Inc. have?

Evolution Wealth Management Inc. reports 5 employees.

Where is Evolution Wealth Management Inc. located?

Evolution Wealth Management Inc. is based in Fort Myers, FL and has been SEC-registered since 2025.

Does Evolution Wealth Management Inc. disclose fund performance?

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

Contact & registration

Address12487 Brantley Commons Court, Fort Myers, FL 33907
Phone239-771-8696
Office hours9a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$134.5M
Non-discretionary$0
Total (RAUM)$134.5M