Data / Investment advisers / Florida / Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC, Aventura, FL: $2 billion AUM, SEC registered investment adviser
Evolution Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Aventura, Florida and reports $2 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include corporations and other businesses, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 285142
- SEC file number
- 801-111646
- SEC status
- Approved, effective September 8, 2017
- Main office
- 20900 Ne 30th Avenue Suite 517, Aventura, FL 33180
- Phone
- (305) 921-4740
- Website
- ewadvisors.net
- Regulatory AUM
- $1,957,928,881 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $1,325,111,147
- Non discretionary AUM
- $632,817,734
- Accounts
- 1,071
- Employees
- 15, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 136 | $1.34 billion |
| High net worth individuals | 238 | $601.2 million |
| Pension and profit sharing plans | 6 | $12.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.96 billion | March 10, 2026 |
| December 1, 2025 | $1.31 billion | March 28, 2025 |
Other advisers in Aventura
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CV Advisors LLC | Aventura | $15.08 billion | 14 | adviserinfo.sec.gov |
| Activest Wealth Management, LLC | Aventura | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Fitzroy Investment Advisors LLC | Aventura | $1.04 billion | Not listed | adviserinfo.sec.gov |
| WM Partners, LP | Aventura | $1.02 billion | 9 | adviserinfo.sec.gov |
| Omnia Family Wealth, LLC | Aventura | $994.6 million | 2 | adviserinfo.sec.gov |
| Aventura Private Wealth, LLC | Aventura | $374.8 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Aventura, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Evolution Wealth Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.