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RIA / WealthAdvisor22 years in industry

GERHARD HERRERA-PAHL

Advisor at EVOLUTION WEALTH ADVISORS, LLC

AVENTURA, FL

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Search this name across graphsid dfx:ria:9101fb57-20b9-06ad-3cec-272ada12ba87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 20, 2004 to Sep 14, 2026

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

Current firm: EVOLUTION WEALTH ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 2, 2004
First registration: Apr 20, 2004
Dual registered: no
Other names: GERHARD HERRERA-PAHL|GERHARD HERRERA
IAPD individual key: 4448486

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVOLUTION WEALTH ADVISORS, LLC	Mixed wealth	Jun 17, 2019	n/a	yes	AVENTURA, FL	Current employment
BIGSUR PARTNERS, LLC	Independent wealth	Nov 21, 2012	Dec 10, 2018	no	MIAMI, FL\|Miami, FL	Previous registration
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.	Independent wealth	Jun 16, 2010	Aug 23, 2012	no	CORAL GABLES, FL	Previous registration
GUGGENHEIM INVESTMENT ADVISORS, LLC	Other adviser	Apr 20, 2004	Jun 9, 2010	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BIGSUR PARTNERS, LLC	EVOLUTION WEALTH ADVISORS, LLC	Dec 10, 2018	Jun 17, 2019	189	Firm change	Other
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.	BIGSUR PARTNERS, LLC	Aug 23, 2012	Nov 21, 2012	90	Firm change	Other
GUGGENHEIM INVESTMENT ADVISORS, LLC	ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.	Jun 9, 2010	Jun 16, 2010	7	Firm change	Other

Relationships

Registered with (4)

→ EVOLUTION WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jun 17, 2019 to presentfactForm ADV
→ BIGSUR PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 21, 2012 to Dec 10, 2018factForm ADV
→ ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.Registered adviserregistration: previous registration
Jun 16, 2010 to Aug 23, 2012factForm ADV
→ GUGGENHEIM INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 20, 2004 to Jun 9, 2010factForm ADV

Dated events

No dated event names this entity yet.