Unclaimed Profile

Adam Bruno

EVOLUTION WEALTH MANAGEMENT INC.·FORT MYERS, Florida

Series 655 years registeredEVOLUTION WEALTH MANAGEMENT INC.

12487 BRANTLEY COMMONS COURT, FORT MYERS, FL 33907CRD# 7236076Firm CRD# 307644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Bruno · FORT MYERS, FL

Registration

CRD #7236076 · EVOLUTION WEALTH MANAGEMENT INC. · 5 years registered

Brand Profile

Not yet started

Career History

EVOLUTION WEALTH MANAGEMENT INC.

Aug 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 20, 2020

Years registered · 5

Disclosure History

2015Regulatory·Final

2012Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EVOLUTION WEALTH MANAGEMENT INC.

CRD 307644 · SEC 801-131761

AUM

$111M

Regulatory assets under management

Employees

549 client accounts

Services offered by EVOLUTION WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVOLUTION WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Adam Bruno offer?

Adam Bruno specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.

What are Adam Bruno's credentials?

Adam Bruno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Bruno located?

Adam Bruno is based in FORT MYERS, Florida, working with EVOLUTION WEALTH MANAGEMENT INC.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Adam Bruno charge for services?

Adam Bruno's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLUTION WEALTH MANAGEMENT INC.?

EVOLUTION WEALTH MANAGEMENT INC. has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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