E
CRD: 340871
Evolution Vision Wealth Management
$65.4M Total AUM
$65.4M Disc. AUM
-- 3Y CAGR
3 Employees
98 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2026
- Office Locations
- 2
Office Locations
-- Glenwood Springs CO
-- Phoenix AZ
About Evolution Vision Wealth Management
Evolution Vision Wealth Management is a Glenwood Springs-based RIA with 2 offices. The firm has been operating for 0 years. Managing $65.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$32.7M AVG AUM / ADVISOR
$667.4K AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Value Oak Signal meridian Zenith frontier North north Optima focus Ridge
Client Personas
Vector pathway
Investment Themes
Glacier optima Bridge momentum Pioneer
Investment Vehicles
Element eagle Quantum
Services
Vital radial Vital Eagle vector Matrix Peak vertex Insight ridge Signal Wave Meridian
Owner & Executives
Daniel Thomas McCaslin
Chief Compliance Officer, President
- CRD
- #7440269
- Ownership
- 75% or more
(693) 677-3573
meridian.foundation@alphacapital.com
in linkedin.com/in/glacier-oak
Showing 1 of 1 owners & executives
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K
KEVIN PAUL HAGGERTY
--
- CRD
- #6253879
(591) 835-7631
delta.north@fusioncapital.com
in linkedin.com/in/horizon-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,401,042 | $293,278 |
| Non-Discretionary | $0 | -- |
| Total | $65,401,042 | $293,278 |
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Separately Managed Accounts
Total SMA Asset: $65,401,042
Public Funds:
4.6% Equity - Exchange:
16.5% Cash:
10.1% Corporate - Investment Grade:
16.2% Corporate - Non-Investment Grade:
16.3% Equity - OTC:
18.4% Other:
7.8% Private Funds:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $353,121,030 | 4.6% |
| Equity - Exchange | $1,266,629,780 | 16.5% |
| Cash | $775,330,956 | 10.1% |
| Corporate - Investment Grade | $1,243,600,147 | 16.2% |
| Corporate - Non-Investment Grade | $1,251,276,692 | 16.3% |
| Equity - OTC | $1,412,484,118 | 18.4% |
| Other | $598,770,441 | 7.8% |
| Private Funds | $775,330,956 | 10.1% |
| Total | $7,676,544,120 | 100.0% |