EVOLUTION WEALTH MANAGEMENT INC.

FORT MYERS, Florida·2 registered advisors·CRD# 307644
SEC# 801-1317610239-771-8696
01

Firm Overview

AUM
$111M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EVOLUTION WEALTH MANAGEMENT INC.

2 registered advisors
Adam Bruno
FORT MYERS, Florida
Kurt Michael Traulsen
FORT MYERS, Florida
05

Office Locations

FORT MYERS, Florida
2 advisors

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Data sourced from SEC Form ADV filings. EVOLUTION WEALTH MANAGEMENT INC. (CRD# 307644) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.