Evolution

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2750 NE 185th St Ste 204, Aventura, Flor...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Evolution

Evolution Wealth Advisors is an SEC-registered investment advisory firm focused on fulfilling the financial needs of its clients, primarily families of Latin American origin. The firm offers customized solutions in asset management and family advisory, emphasizing a personal approach and building lasting relationships. Their experienced team is dedicated to streamlining complexities and capitalizing on wealth opportunities with intellectual rigor and committed assistance. Recognized by Forbes as one of America's Top 250 RIA Firms, they strive to become their clients' trusted advisors.Explore more
Evolution's Social MediaPopular SearchesEvolution LLCEvol LLCEvolution Wealth Advisors LLCBal Evolution LLCEvolution Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Evolution Org Chart

PhoneEmail
MM
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Managing Partner and Chief Investment Officer

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GH
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Investment Chief & Strategist

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TF
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Senior Financial Advisor

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Compare Similar Companies to Evolution

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Evolution

<$5M
1-10
Private
-
2017
MM
Michael MarcianoManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2000
SC
Sandra ComasVice President
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Evolution is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Evolution is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Evolution.

Evolution Tech Stack

A closer look at the technologies used by Evolution

Top Finance Companies

Frequently Asked Questions Regarding Evolution

What is Evolution's official website?
Evolution's official website is www.ewadvisors.net
What is Evolution's Revenue?
Evolution's revenue is <$5 Million
What is Evolution's SIC code?
Evolution's SIC: 62,628
What is Evolution's NAICS code?
Evolution's NAICS: 52,523
How many employees does Evolution have?
Evolution has 1-10 employees
What industry does Evolution belong to?
Evolution is in the industry of: Finance, Securities Trading
What is Evolution competition?
Evolution top competitors include: Wealth Advisory Services, CastleKeep Investment Advisors, Pillar Wealth Management, Tribeca Financial
What technology does Evolution use?
Some of the popular technologies that Evolution uses are: AppRiver, Microsoft 365, Cloudflare Security, Google Workspace
What does Evolution do?

Evolution Wealth Advisors is an SEC-registered investment advisory firm focused on fulfilling the financial needs of its clients, primarily families of Latin American origin. The firm offers customized solutions in asset management and family advisory, emphasizing a personal approach and building lasting relationships. Their experienced team is ded... icated to streamlining complexities and capitalizing on wealth opportunities with intellectual rigor and committed assistance. Recognized by Forbes as one of America's Top 250 RIA Firms, they strive to become their clients' trusted advisors.Read More

What are Evolution social media links?
Evolution Linkedin page
Is Evolution a public company?
Evolution is private company therefore does not currently have an official ticker symbol
See more information about Evolution

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