Evolution Wealth Advisors, LLC
SEC RegisteredBuilding lasting relationships
About the firm
Evolution Wealth Advisors LLC is an SEC-registered investment advisory firm dedicated to fulfilling the financial needs and objectives of its clients by choosing qualified custodians, providing proper execution, and aligning its interests with theirs. The firm works closely with each family to offer solutions that best fit their needs, way of life, and risk profile. The majority of its clients are of Latin American origin.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management (wrap-fee and non-wrap fee discretionary programs, and consulting/non-discretionary advisory services), account consolidation and reporting, global risk assessment, private equity investment opportunities, fee evaluation and quality control, guidance on client-specific investments, model portfolios, and family advisory services including multi-generational wealth planning, family protocol and succession planning, philanthropy advice, and coordination with tax advisors and lawyers.
Who they serve
High net worth individuals and multi-generational families, the majority of Latin American origin, as well as family businesses.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evolution Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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