Evolution Wealth Advisors, LLC
● SEC registered since 2017CRD 285142SEC# 801-111646Aventura, FL
Reg. AUM
$1.96B
Employees
15
Accounts
1,071
Location
Aventura, FL
About Evolution Wealth Advisors
Evolution Wealth Advisors provides integrated wealth management and family office services. It takes an investment approach oriented toward clients seeking coordinated planning and portfolio oversight.
Summary based on the firm’s website.
Evolution Wealth Advisors, LLC assets under management
Evolution Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2017. It reports $2 billion in regulatory assets under management and employs 15 people.
Evolution Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dalia Szkolnik | Chief Operating Officer/Chief Technology Officer | Under 5% | 2018 |
| Ewa Holding LLC Control | Holding Company | Over 75% | 2026 |
| Gerhard Herrera-Pahl Control | Director Of Business & Portfolio Management | Under 5% | 2019 |
| Luciana Nmn Roditi Control | Chief Compliance Officer | Under 5% | 2017 |
| Michael Yaacov Marciano Control | Chief Investment Officer | Under 5% | 2018 |
| Roberto Vainrub Control | President | Under 5% | 2017 |
| Ewa Partners Florida LLC Control | Sole Member | Over 75% | 2026 |
Frequently asked questions
How much does Evolution Wealth Advisors, LLC manage?
Evolution Wealth Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Evolution Wealth Advisors, LLC have?
Evolution Wealth Advisors, LLC reports 15 employees.
Where is Evolution Wealth Advisors, LLC located?
Evolution Wealth Advisors, LLC is based in Aventura, FL and has been SEC-registered since 2017.
Does Evolution Wealth Advisors, LLC disclose fund performance?
Evolution Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20900 NE 30th Avenue, Suite 517, Aventura, FL 33180 |
| Phone | (305) 921-4740 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.96B▲ 49%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$1.96Bregulatory AUM
Discretionary $1.33BNon-discretionary $632.8M