Evolution Wealth Management Inc.
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 307644
- Registered since
- January 13, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.23%
- HNWI46.66%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Evolution Wealth Management Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. It charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm identifies as a capital allocator and does not position itself as an active ESG investor. It is not structured as a multi-state adviser or a pension consultant. Evolution maintains an affiliation with an insurance company, which may influence some product or referral relationships.
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 Funds70%
- Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
Contacts
3 of 5
Kurt Traulsen
PresidentCRD 6508645
Brett Barry
Wealth PlannerCRD 8188659
Ross Moody
Wealth AdvisorCRD 8258831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 594Active vs passive
$170M in ETFs
40%
$68.2M
40%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $11.8M | 134,440 | 6.95% |
Location
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 12487 Brantley Commons Ct
- Time zone
- ET (UTC-5)
- Office locations
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