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Building 2EVOLUTION WEALTH MANAGEMENT INC.

Map pinFORT MYERS, FL
Phone239-771-8696
NotebookSEC #801-131761
Total AUM
$171.7M
Employees
7
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12487 BRANTLEY COMMONS COURT
FORT MYERS
FL 33907
United States
Operating Hours
MONDAY - THURSDAY 9AM - 5 PM, FRIDAY 9AM - 4PM
Monday - Friday
Phone
239-771-8696
Other Offices
3

ReceiptFinancials

Total AUM
$171.7M
Accounts
721
Discretionary
$171.7M
Accounts
721
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
257
AUM
$91.4M
HNW Individual Clients
37
AUM
$80.1M
Pension/Profit Sharing Plan Clients
1
AUM
$179.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FL

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

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