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).
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Total Assets Under Management80MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$202,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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.
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.
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.