Evolution Wealth Management Inc.
● SEC registered since 2025CRD 307644SEC# 801-131761Fort Myers, FL
Reg. AUM
$171.7M
Employees
7
Accounts
721
Location
Fort Myers, FL
Evolution Wealth Management Inc. assets under management
Evolution Wealth Management Inc. is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2025. It reports $171.7 million in regulatory assets under management and employs 7 people.
Evolution Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Bruno Control | Cco / Owner | 50-75% | 2020 |
| Kurt Michael Traulsen Control | Owner | 50-75% | 2020 |
Frequently asked questions
How much does Evolution Wealth Management Inc. manage?
Evolution Wealth Management Inc. reports $171.7 million in regulatory assets under management on its Form ADV.
How many employees does Evolution Wealth Management Inc. have?
Evolution Wealth Management Inc. reports 7 employees.
Where is Evolution Wealth Management Inc. located?
Evolution Wealth Management Inc. is based in Fort Myers, FL and has been SEC-registered since 2025.
Does Evolution Wealth Management Inc. disclose fund performance?
Evolution Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12487 Brantley Commons Court, Fort Myers, FL 33907 |
| Phone | 239-771-8696 |
| Office hours | Monday - Thursday 9a.m. - 5 p.m., Friday 9a.m. - 4p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$171.7M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$171.7Mregulatory AUM
Discretionary $171.7M