EVOLUTION WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$1.3B
68% of AUM
Avg account
$1.8M
Accounts
1,071
Employees
15
Advisory reps
12

Firm details

Headquarters
AVENTURA, Florida
CRD number
285142
Registered since
September 8, 2017
Website
www.ewadvisors.net
Custodians
CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Corporations / Businesses68.67%
  • HNWI30.71%
  • Pension & Profit Sharing Plans0.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Evolution Wealth Advisors, LLC is an SEC-registered investment adviser organized as an LLC and active since 2017. The firm acts as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals, small businesses, and institutions, plus manager selection services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Evolution does not identify as an ESG investor and is not listed as a pension consultant or related adviser. The firm received placement on Forbes’ Top RIA Firms lists in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 57%, Exchange Traded Equities 16%, Non-Exchange Traded Equities 7%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 3%, Other 2%57%
  • Private Funds57%
  • Exchange Traded Equities16%
  • Non-Exchange Traded Equities7%
  • US Government Bonds4%
  • Investment Grade Corp Bonds4%

Owners & executives

3 of 4

  • Dalia Szkolnik

    Chief Operating OfficerCRD 7066869

  • MICHAEL MARCIANO

    Managing Partner and Chief Investment OfficerCRD 6293384

  • GERHARD HERRERA-PAHL

    Chief Investment StrategistCRD 4448486

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Contacts

3 of 8

  • Alvaro Sucre Uzcategui

    Portfolio ManagerCRD 7170702

  • THIAGO FIGUEIREDO

    Senior Vice PresidentCRD 6619226

  • ALFONSO ANGRISANO

    MemberCRD 7288225

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 150

Active vs passive

$997M in ETFs

Passive

97%

$963M

Active

2%

$33.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$176M271,32017.70%
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Location

Primary office

AVENTURA, FL

MIAMI DADE

Location

AVENTURA, FL

Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
20900 NE 30th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth