Evolution Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated March 10, 2026, reports $2.0B in regulatory assets under management, 15 employees, and 1,071 accounts.
Assets Under Management
$2.0B
Employees
15
Offices
--
Total Clients
380
Primary office
AVENTURA, FL
20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.6% of total clients.
Top client categories% of clientsClients
1
HNWI
62.6%
238
2
Corporations
35.8%
136
3
Pension Plans
1.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 10, 2026
Discretionary67.7%
$1.3B
68% of total RAUM67.7%
Non-discretionary32.3%
$633M
32% of total RAUM32.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts1,071
10Y AUM Change+$2.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee25:1
10Y Employee Change+11 (+275.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.