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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Atlas legacyInsight +more
- Established Date
- 09-27-2017
- Office Locations
- 1
Office Locations
About Evolution Financial LLC
Evolution Financial LLC is a Madison, WI fee-only RIA founded by Sue Peck (CFP®, RLP®, CeFT®) providing comprehensive financial planning and discretionary investment management as a fiduciary. The practice focuses on clients navigating complex finances and major life transitions (loss, divorce, retirement), aligning portfolios with personal goals and charitable intent. Investment implementation is primarily via ETFs and public funds; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN ELIZABETH PECK
Chief Compliance Officer, FOUNDER, President
- CRD
- #6379499
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,798,308 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,798,308 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,798,308
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,169,475,561 | 30.6% |
| Public Funds | $3,034,429,870 | 42.8% |
| Cash | $1,885,883,984 | 26.6% |
| Total | $7,089,789,415 | 100.0% |