Alan O Rotter
TrusteeEvolution Wealth Advisors, LLCCRD 6738879
About Alan O Rotter
Alan O Rotter is listed as Trustee at Evolution Wealth Advisors, LLC in Aventura, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Evolution Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Alan O Rotter work?
Alan O Rotter is listed as Trustee at Evolution Wealth Advisors, LLC on SEC Form ADV.
How much of Evolution Wealth Advisors, LLC does Alan O Rotter own?
Form ADV reports a beneficial ownership band of 25-50%.
Evolution Wealth Advisors, LLC
| Title | Trustee |
| Ownership | 25-50% |
| Control person | No |
| Since | 2011 |