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Evolution Wealth Management Inc.

Headquartered in FORT MYERS, FL

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Firm Information

Evolution Wealth Management Inc. is a wealth management firm with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. The firm offers a wrap fee program and has approximately $111 million in regulatory assets under management. They have a team of 4 licensed agents and 3 investment advisor representatives.

Evolution Wealth Management Inc.

$111.32M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EVOLUTION WEALTH MANAGEMENT INC. has a total of 1 branch locations across the country.
location

FORT MYERS, FL

Advisors at Evolution Wealth Management Inc.

View All 4 Advisors
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Adam Bruno

RA

FORT MYERS, FL

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Thomas William Johnson

CFA®, RA

FORT MYERS, FL

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Martha Pawelek Wilson

RA

FORT MYERS, FL

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Kurt Michael Traulsen

RA

FORT MYERS, FL

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Disclosures

There are no public disclosures for Evolution Wealth Management Inc..

Frequently Asked Questions (7)

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