← Tributary

EVOLUTION WEALTH ADVISORS, LLC

AVENTURA, FL · CRD 285142 · IAPD ↗ · ewadvisors.net · (305) 921-4740

$1.96BRegulatory AUM
7Advisory reps
15Employees
3Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — EVOLUTION WEALTH ADVISORS, LLC reported RAUM up 49% ($1.31B -> $1.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — EVOLUTION WEALTH ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — EVOLUTION WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($952.2M -> $1.31B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.