Evolution Vision Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 340871
- Registered since
- March 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.22%
- Individuals24.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Evolution Vision Wealth Management is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of AUM and reports serving a predominantly individual and family client base. Evolution Vision is SEC registered, having completed its registration in 2026, and is state-registered in California and Colorado. The adviser does not identify as a pension consultant, related adviser, or capital allocator, and it does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities41%
- Non-Exchange Traded Equities2%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Daniel McCaslin
Chief Operating OfficerCRD 7440269
Contacts
2 of 2
Kevin Haggerty
Financial AdvisorCRD 6253879
Felicia Ramirez
Office ManagerCRD 8272414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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