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Building 2EVOLUTION WEALTH ADVISORS, LLC

Map pinAVENTURA, FL
Phone(305) 921-4740
NotebookSEC #801-111646
Total AUM
$2B
Employees
15
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20900 NE 30TH AVENUE
SUITE 517
AVENTURA
FL 33180
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(305) 921-4740

ReceiptFinancials

Total AUM
$2B
Accounts
1,071
Discretionary
$1.3B
Accounts
690
Non-Discretionary
$632.8M
Accounts
381

ContactClients

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HNW Individual Clients
238
AUM
$601.2M
Pension/Profit Sharing Plan Clients
6
AUM
$12.3M
Corporation or Business Clients
136
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
OFFERS RESEARCH/ADVICE TO FOREIGN OFFSHORE FUNDS/CONSOLIDATION SVCS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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