A complete list of active advisors currently associated with Evolution Wealth Management Inc.

Warmer can help you find a great advisor at Evolution Wealth Management Inc. or one who fits your needs even better.

Evolution Wealth Management provides investment advisory and financial planning services primarily to individuals (including high net worth clients), as well as trusts, estates, charitable organizations, and business entities. The firm delivers discretionary portfolio management through its EWMWrap Fee Program and also offers stand‑alone financial planning and consulting engagements. The firm typically constructs diversified portfolios using mutual funds, ETFs, individual bonds, and listed equities and favors a longer‑term, buy‑and‑hold approach while tailoring allocations to client objectives and risk profiles. As sponsor and primary portfolio manager of its wrap program, Evolution delegates portions of management to Independent Managers, and it has engaged an external consultant to provide non‑discretionary model portfolio and research support at no additional cost to clients. Evolution differs from many peers in being structured around an in‑house wrap fee program and acting as the program sponsor while also disclosing a prior disciplinary matter involving a firm principal that resulted in license revocations in multiple states. The firm discloses referral arrangements and limited use of testimonials or fee discounts for client referrals and advises prospective clients to review its public ADV disclosures for details on the disciplinary history and its Independent Manager relationships.

To learn more about the advisors currently working at Evolution Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.