Evolution Wealth Advisors is an investment advisor in Aventura with $899.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822324848
SEC advisor number
801-111646
FINRA CRD number
285142
AUM ?
$952.23 mm
(as of 6 Mar 24)
Accounts
510
(as of 6 Mar 24)
Employees
12
(6 investment advisory or research)
Address
Evolution Wealth Advisors
20900 NE 30TH AVENUE
SUITE 517
AVENTURA
FL 33180
20900 NE 30TH AVENUE
SUITE 517
AVENTURA
FL 33180
Phone
305-921-4740
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21