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EVOLUTION WEALTH MANAGEMENT INC.

FORT MYERS, FL · CRD 307644 · IAPD ↗ · 239-771-8696

$171.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — EVOLUTION WEALTH MANAGEMENT INC. added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — EVOLUTION WEALTH MANAGEMENT INC. reported RAUM up 28% ($134.5M -> $171.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — EVOLUTION WEALTH MANAGEMENT INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
February 2025 — EVOLUTION WEALTH MANAGEMENT INC. (FORT MYERS, FL) is newly SEC-registered with $111.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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