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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EVOLUTION WEALTH MANAGEMENT INC.

CRD 307644

FORT MYERS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41e3fa81-ca63-aae8-04db-b1a440d11302

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Dec 4, 2024 to Mar 11, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $172MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $172M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $28.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 721
Individual clients: 257
High net worth clients: 37
Custody, client assets: $70.1M
SEC number: 801-131761
CRD: 307644
Filings on the tape: 6
First filed: Dec 4, 2024
Latest filed: Mar 11, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
THOMAS ANDERSEN	n/a	NAPLES, FL \| Punta Gorda, FL \| FORT MYERS, FL \| Marco Island, FL	31	3	no
Brett John Barry	n/a	FORT MYERS, FL	10	n/a	no
KURT MICHAEL TRAULSEN	n/a	FORT MYERS, FL	11	3	no
Adam Bruno	n/a	FORT MYERS, FL	11	n/a	no
Ross William Moody	n/a	FORT MYERS, FL	11	n/a	no
Lauren Kathryn Traulsen	n/a	FORT MYERS, FL	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bruno, Adam	CCO / OWNER	D	yes	01/2020	Dec 4, 2024	Dec 12, 2024
TRAULSEN, KURT, MICHAEL	Owner	D	yes	11/2020	Dec 4, 2024	Dec 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EVOLUTION RETIREMENT SERVICES INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$172M	$172M	7	4	3	n/a	n/a
2024	Mar 17, 2025	$134M	$134M	5	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$172M	$134M	27.7%	n/a	n/a	7	5	3	0

Relationships

Registered with (7)

← Lauren Kathryn TraulsenAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← Ross William MoodyAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← KURT MICHAEL TRAULSENAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Adam BrunoAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Brett John BarryAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← THOMAS ANDERSENAdvisorregistration: current employment
Sep 26, 2025 to presentfactForm ADV
← Martha Pawelek WilsonAdvisorregistration: previous registration
Apr 2, 2024 to Jan 2, 2025factForm ADV

Controls (2)

← TRAULSEN, KURT, MICHAELOwnerOWNER, ownership code D, individual
Dec 4, 2024 to Dec 12, 2024factForm ADV
← Bruno, AdamOwnerCCO / OWNER, ownership code D, individual
Dec 4, 2024 to Dec 12, 2024factForm ADV

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
Martha Pawelek Wilson left Evolution Wealth Management Inc. for Osaic Institutions, Inc. (registered 2025-03-17)
Form ADVobserved 4 days ago
Occurred
Dec 4, 2024
First Form ADV filing
Evolution Wealth Management Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41e3fa81-ca63-aae8-04db-b1a440d11302
First observed: Dec 4, 2024
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EVOLUTION WEALTH MANAGEMENT INC.

CRD 307644

FORT MYERS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41e3fa81-ca63-aae8-04db-b1a440d11302

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS ANDERSEN

n/a

NAPLES, FL | Punta Gorda, FL | FORT MYERS, FL | Marco Island, FL

Brett John Barry

n/a

FORT MYERS, FL

n/a

KURT MICHAEL TRAULSEN

n/a

FORT MYERS, FL

Adam Bruno

n/a

FORT MYERS, FL

n/a

Ross William Moody

n/a

FORT MYERS, FL

n/a

Lauren Kathryn Traulsen

n/a

FORT MYERS, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bruno, Adam

CCO / OWNER

yes

01/2020

Dec 4, 2024

Dec 12, 2024

TRAULSEN, KURT, MICHAEL

Owner

yes

11/2020

Dec 4, 2024

Dec 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EVOLUTION RETIREMENT SERVICES INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$172M

n/a

2024

Mar 17, 2025

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$172M

$134M

27.7%

n/a