HTTP://WWW.EWADVISORS.NET/ AVENTURA, FL Investment Advisor How do I update this listing?

Evolution Wealth Advisors is based out of Aventura. Evolution Wealth Advisors is a large advisory firm with 107 clients and discretionary assets under management (AUM) of $359,055,678 (Form ADV from 2018-11-27). Their last reported 13F filing for Q4 2018 included $219,112,000 in managed 13F securities and a top 10 holdings concentration of 52.67%. Evolution Wealth Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 98,585. Whalewisdom has at least 1 13F filings

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

20900 NE 30TH AVENUE SUITE 517
AVENTURA FL    33180
Country: United States

Business Phone: (305) 921-4740
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 2,626,760
Total Number of Clients: 107
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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