CRD: 307644
Evolution Wealth Management Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierValue beacon +more
- Established Date
- 08-20-2020
- Office Locations
- 2
Office Locations
About Evolution Wealth Management Inc.
Evolution Wealth Management (Evolution Retirement Services) is a Florida-based RIA focused on retirement planning for individuals and families, combining income planning (including Social Security maximization) with investment planning designed to reduce fees and manage volatility. The team also builds tax, Medicare/long-term care, and legacy strategies in coordination with estate planning attorneys, and maintains custody relationships including Charles Schwab.
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Owner & Executives
Adam Bruno
Chief Compliance Officer, Financial Professional, Owner
- CRD
- #7236076
- Ownership
- 50% but less than 75%
KURT MICHAEL TRAULSEN
Financial Planner, Owner
- CRD
- #6508645
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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THOMAS ANDERSEN III
--
- CRD
- #1871788
Brett John Barry
--
- CRD
- #8188659
Pioneer quantum
Matrix insight
- CRD
- #75484
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,743,835 | $238,202 |
| Non-Discretionary | $0 | -- |
| Total | $171,743,835 | $238,202 |
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Separately Managed Accounts
Total SMA Asset: $171,743,835
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $516,178,010 | 12.5% |
| Equity - Exchange | $780,461,150 | 18.9% |
| Cash | $1,048,873,715 | 25.4% |
| Corporate - Investment Grade | $437,718,952 | 10.6% |
| Municipal Bonds | $1,044,744,291 | 25.3% |
| U.S. Government/Agency | $301,447,958 | 7.3% |
| Total | $4,129,424,076 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK PATHWAY | NORTH VERTEX | RK8ADQMFG | XIQT | 3.11% | $118,506,989 |
| CREST BRIDGE | FOCUS RADIAL | 2J03F6RQM | LWXPW | 3.66% | $61,643,712 |
| CAPITAL VITAL TIMBER | PATHWAY CREST | LB024VHZE | EQPG | 9.03% | $18,275,464 |
| VALUE TIMBER | FOUNDATION PIONEER | H3HHHZKEX | YSZG | 1.59% | $112,562,522 |
| VALUE ELEMENT | SUMMIT ATLAS | L79XLR2SY | YTA | 9.42% | $81,764,790 |
| ALPHA ELEMENT | VERTEX SUMMIT | MU25JB3YR | MWYEJ | 8.09% | $91,611,137 |
| CATALYST ZENITH | CREST GLACIER | N7E7YEK43 | IWAY | 10.59% | $89,064,538 |
| RIDGE PRIME | LEGACY RADIAL | 7PO5YDMHY | YAZSV | 8.61% | $87,293,597 |