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EVOLUTION VISION WEALTH MANAGEMENT

· CRD 340871 · IAPD ↗ · evolutionvisionwm.com · (800) 810-5410

$65.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

75
September 2026 — EVOLUTION VISION WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
65
June 2026 — EVOLUTION VISION WEALTH MANAGEMENT now reports custody of client assets ($65.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2026 — EVOLUTION VISION WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 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.