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Alan O Rotter

TrusteeEvolution Wealth Advisors, LLCCRD 6738879

About Alan O Rotter

Alan O Rotter is listed as Trustee at Evolution Wealth Advisors, LLC in Aventura, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Evolution Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Alan O Rotter work?

Alan O Rotter is listed as Trustee at Evolution Wealth Advisors, LLC on SEC Form ADV.

How much of Evolution Wealth Advisors, LLC does Alan O Rotter own?

Form ADV reports a beneficial ownership band of 25-50%.

Evolution Wealth Advisors, LLC

TitleTrustee
Ownership25-50%
Control personNo
Since2011