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, advisor-owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm operates as a capital allocator, directing client capital into third‑party managers and public funds. Its client base is individual and family households, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. Evolution is not flagged as an active ESG investor and does not list pension consulting or related-adviser activity. Evolution is structured as a corporation with individual ownership and reports industry affiliation with an insurance company. It is SEC-registered and identifies itself as a non-multi-state adviser in the available snapshot.
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 5KURT 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 521Active vs passive
$136M in ETFs
41%
$55.5M
41%
$80.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $8.2M | 107,308 | 6.04% |
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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