Fee-only adviser · Aventura, FL
Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aventura, Florida. On its latest Form ADV, filed October 12, 2026, it reports $2.0B in regulatory assets under management, 238 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285142 · SEC file 801-111646 |
| Office | 20900 NE 30th Avenue Suite 517 Aventura, FL 33180 |
| Phone | (305) 921-4740 |
| Website | www.ewadvisors.net |
| Regulatory assets under management | $2.0B ($1.3B discretionary) |
| Individual clients | 0 non-high-net-worth, 238 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aventura
- Activest Wealth Management, LLC $1.5B
- Omnia Family Wealth, LLC $995M
- CV Advisors LLC $15.1B
- Fitzroy Investment Advisors LLC $1.0B
- B1 Financial $40M
- Goalfocus Financial, LLC $9.3M
See all 13 fee-only advisers in Aventura →
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