Evolution Wealth Management Inc.

Evolution Wealth Management Inc. (CRD# 307644) is a financial advisory firm headquartered in Fort Myers, FL. They manage $79,696,194 in 394 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12487 Brantley Commons Court, Fort Myers, FL 33907
https://www.facebook.com/evolutionretirementservicesinc
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $202,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Evolution Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kurt Traulsen, financial advisor Fort Myers FL
Kurt M. Traulsen
CRD#: 6508645
12487 Brantley Commons Court, Fort Myers, FL 33907

Kurt Traulsen (CRD# 6508645) is an Investment Advisor Representative working at Evolution Wealth Management Inc. in Fort Myers, FL and has over 8 years of experience in the finance industry.

2
Martha Wilson, financial advisor Fort Myers FL
Martha P. Wilson
CRD#: 6696077
12487 Brantley Commons Court, Fort Myers, FL 33907

Martha Wilson (CRD# 6696077) is an Investment Advisor Representative working at Evolution Wealth Management Inc. in Fort Myers, FL and has 1 year of experience in the finance industry.

3
Adam Bruno, financial advisor Fort Myers FL
Adam Bruno
CRD#: 7236076
12487 Brantley Commons Court, Fort Myers, FL 33907

Adam Bruno (CRD# 7236076) is an Investment Advisor Representative working at Evolution Wealth Management Inc. in Fort Myers, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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