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
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Evolution Vision Wealth Management is an LLC that provides fee-based portfolio management primarily for individual and family clients, with additional work for small businesses. The firm charges a percentage of assets under management and reports specializing in discretionary portfolio management. It does not position itself as an ESG-focused manager and is not listed as a multi-state adviser in the snapshot provided. The firm is SEC-registered in 2026 and is owned by an individual.
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
CRD 8272414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Gump And Mchugh Asset Management
RIANorthport Investment Management, LLC
RIARadnor, PA
Mangolds Investment Advisors Inc.
RIALancaster, PA
Center Peak Financial
RIADurham, NC
Eagle's Crest Advisors, LLC
RIAHuntington, NY
Zenith Advisory Group, LLC
RIACenterville, OH