DFX Intelligence

RIA Intelligence

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SEC-registered adviser

E•••••••• W••••• A•••••••• L••

Wealth manager with institutional or fund businessAventura, FloridaCRD 285142SEC 801-111646website IAPD

Latest filing Mar 10, 2026

First filing on the tape Aug 9, 2017 · 22 filings

SEC status approved since Sep 8, 2017

RAUM

$2.0B

reported, Item 5.F

Discretionary

68%

of RAUM

Private clients

31%

$601M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$245M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

22 filings and snapshots on the tape

RAUM$2.0B as of Mar 10, 2026

Mar 30, 2018$0 then

HNW client RAUM$601M as of Mar 10, 2026

Mar 30, 2018$0 then

State-registered IARs (5.B.3)7 as of Mar 10, 2026

Mar 30, 20180 then

Employees (5.A)15 as of Mar 10, 2026

Mar 30, 20184 then

Private funds: no history

RAUM +49% over the last fiscal year+32% a year over threeIARs 6 to 7

Practice profile

derived from the filing of Mar 10, 2026; every figure names its basis

Archetypes, each a printed rule

Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $245MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 30derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.5MderivedHNW RAUM over HNW clients
Average account: $1.8MderivedRAUM over accounts (5.F.2.f)
Discretionary: 68%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.9derivedItem 5.A over advisors
Advisors per office: 8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +49%derivedbetween the last two annual amendments
Advisor growth, one year: +17%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.3%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Wrap fee program: $766MreportedItem 5.I
Custody: $236M, 77 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Corporations and businesses$1.3B69%
High-net-worth individuals$601M31%
Pension and profit-sharing plans$12.3M0.6%

Individual clients: 0reported
HNW clients: 238reported
Pension plan clients: 6reported
Charitable clients: 0reported
Accounts: 1,071reported
Financial planning clients: reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: $236M for 77 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.31 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
R•••••• V••••••	Aventura, Fl	Sep 8, 2017	15 y	1
M•••••• Y••••• M•••••••	Aventura, Fl	May 10, 2018	12 y	1
S••••• •••• Z••• G••••	Sunny Isles Beach, Fl	Aug 3, 2018	14 y	0
G•••••• H•••••••••	Aventura, Fl	Jun 17, 2019	22 y	3
A••••• B•••••••• S•••• U••••••••	Aventura, Fl	Feb 5, 2020	12 y	0
T••••• F•••••••••	Aventura, Fl	Nov 30, 2022	10 y	0
E•••••• J••••• C•••••••	Aventura, Fl	Apr 11, 2025	11 y	1
M•••••• P••••••••• A••••••	Aventura, Fl	Feb 19, 2026	14 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

E•••••• J••••• C••••••• from M••••• S••••••
Apr 11, 2025 · Wirehouse to independent RIA
G•••••• H••••••••• from B••••• P•••••••• L••
Jun 17, 2019 · Other
M•••••• Y••••• M••••••• from F•••••••• P••••••• C•••••• M••••••••• L••
May 10, 2018 · Other
R•••••• V•••••• from F•••••••• P••••••• C•••••• M••••••••• L••
Sep 8, 2017 · RIA to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from F•••••••• P••••••• C•••••• M••••••••• L••
Apr 27, 2018 · Aventura, Fl

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

H••••••••• G•••••• · Director Of Business & Portfolio Managementcontrol
since 05/2019 · owns less than 5%
M•••••••• M••••••• Y••••• · Chief Investment Officercontrol
since 04/2018 · owns less than 5%
R•••••• L••••••• N•• · Chief Compliance Officercontrol
since 07/2017 · owns less than 5%
V••••••• R•••••• · Presidentcontrol
since 07/2017 · owns less than 5%
V••••••• L••••• · Trusteecontrol
since 11/2009 · owns 25% to 50% of R•••••• V•••••• R•••••••• T••••
V••••••• R•••••• · Trusteecontrol
since 11/2009 · owns 25% to 50% of R•••••• V•••••• R•••••••• T••••
A••••••••• A••••••• •••• · Member
since 08/2020 · owns 10% to 25%
C••••• C••••••• A•••••••• G••••• · Member
since 06/2022 · owns 5% to 10%
S•••••••• D•••• · Chief Technology Officer Portfolio Management Member
since 08/2018 · owns less than 5%
A••••••• M•••••• •••• · Trustee
since 10/2018 · owns F of M••• T••••
R•••••• A•••• O• · Trustee
since 09/2011 · owns 25% to 50% of A••• R••••• R•••••••• T••••

Entity owners

R•••••• V•••••• R•••••••• T•••• · Manager/Managing Member
direct · owns 25% to 50%
A••• R••••• R•••••••• T•••• · Member
direct · owns 25% to 50%
M••• T•••• · Member
direct · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Aventura, Fl · principal	8	1	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

4 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Mar 10, 2026
V••••••• L••••• (TRUSTEE) left Schedule A between the filings of 2023-03-02 and 2026-03-10
peers: independent wealth managers, $1B to $5B (1,362)
RAUM up 25 %Change between filings · filing Mar 10, 2026
RAUM (Item 5.F) moved from $1,310,126,625 to $1,957,928,881 (+49.0%) between the annual amendments of 2025-03-28 and 2026-03-10; the peer median change was +17.0% (1297 comparable advisers, 93.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,297) · 93% percentile
control person changedChange between filings · filing Mar 10, 2026
H••••••••• G•••••• (DIRECTOR OF BUSINESS & PORTFOLIO MANAGEMENT) left Schedule A between the filings of 2023-03-02 and 2026-03-10
peers: independent wealth managers, $1B to $5B (1,362)
discretionary share shiftChange between filings · filing Mar 10, 2026
discretionary share of RAUM moved from 90.0% to 68.0% between the annual amendments of 2025-03-28 and 2026-03-10
peers: independent wealth managers, $1B to $5B (1,362)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 909 to 1,071
Mar 28, 2025 to Mar 10, 2026
Advisory employees · 6 to 7
Mar 28, 2025 to Mar 10, 2026
Corporate clients · 130 to 136
Mar 28, 2025 to Mar 10, 2026
HNW clients · 224 to 238
Mar 28, 2025 to Mar 10, 2026
Pension plan clients · unset to 6.0
Mar 28, 2025 to Mar 10, 2026
Assets in custody · $175M to $236M
Mar 28, 2025 to Mar 10, 2026
Employees · 12 to 15
Mar 28, 2025 to Mar 10, 2026
State-registered IARs · 6 to 7
Mar 28, 2025 to Mar 10, 2026
Discretionary RAUM · $1.2B to $1.3B
Mar 28, 2025 to Mar 10, 2026
HNW RAUM · $533M to $601M
Mar 28, 2025 to Mar 10, 2026
Non-discretionary RAUM · $126M to $633M
Mar 28, 2025 to Mar 10, 2026
Pension RAUM · $10.1M to $12.3M
Mar 28, 2025 to Mar 10, 2026
RAUM · $1.3B to $2.0B
Mar 28, 2025 to Mar 10, 2026
Accounts · 510 to 909
Mar 6, 2024 to Mar 28, 2025
Corporate clients · 105 to 130
Mar 6, 2024 to Mar 28, 2025
HNW clients · 196 to 224
Mar 6, 2024 to Mar 28, 2025
Pension plan clients · 0.0 to unset
Mar 6, 2024 to Mar 28, 2025
Assets in custody · $168M to $175M
Mar 6, 2024 to Mar 28, 2025
Financial planning clients · unset to
Mar 6, 2024 to Mar 28, 2025
Discretionary RAUM · $952M to $1.2B
Mar 6, 2024 to Mar 28, 2025
HNW RAUM · $418M to $533M
Mar 6, 2024 to Mar 28, 2025
Non-discretionary RAUM · $0 to $126M
Mar 6, 2024 to Mar 28, 2025
Pension RAUM · $0 to $10.1M
Mar 6, 2024 to Mar 28, 2025
RAUM · $952M to $1.3B
Mar 6, 2024 to Mar 28, 2025
Accounts · 441 to 510
Mar 2, 2023 to Mar 6, 2024
Corporate clients · 93 to 105
Mar 2, 2023 to Mar 6, 2024
HNW clients · 185 to 196
Mar 2, 2023 to Mar 6, 2024
Pension plan clients · unset to 0.0
Mar 2, 2023 to Mar 6, 2024
Assets in custody · $132M to $168M
Mar 2, 2023 to Mar 6, 2024
Employees · 11 to 12
Mar 2, 2023 to Mar 6, 2024
Discretionary RAUM · $843M to $952M
Mar 2, 2023 to Mar 6, 2024
HNW RAUM · $369M to $418M
Mar 2, 2023 to Mar 6, 2024
Pension RAUM · $1.7M to $0
Mar 2, 2023 to Mar 6, 2024
RAUM · $843M to $952M
Mar 2, 2023 to Mar 6, 2024
Accounts · 372 to 441
Mar 31, 2022 to Mar 2, 2023
Advisory employees · 5 to 6
Mar 31, 2022 to Mar 2, 2023
Corporate clients · 80 to 93
Mar 31, 2022 to Mar 2, 2023
HNW clients · 151 to 185
Mar 31, 2022 to Mar 2, 2023
Pension plan clients · 0.0 to unset
Mar 31, 2022 to Mar 2, 2023
Assets in custody · $85.2M to $132M
Mar 31, 2022 to Mar 2, 2023

Signals

8 dated events

E•••••••• W••••• A•••••••• L•• reported RAUM $2.0B, up 49% from $1.3B (2025-03-28 to 2026-03-10)
Mar 10, 2026 · RAUM change · derived
E•••••••• W••••• A•••••••• L•• reported RAUM $1.3B, up 38% from $952.2M (2024-03-06 to 2025-03-28)
Mar 28, 2025 · RAUM change · derived
L••••• V•••••• (Trustee) appeared on Schedule A of E•••••••• W••••• A•••••••• L••
Mar 19, 2020 · Control person joined · fact
E•••••••• W••••• A•••••••• L•• reported RAUM $702.5M, up 67% from $419.8M (2019-03-07 to 2019-09-23)
Sep 23, 2019 · RAUM change · derived
G•••••• H••••••••• (Director Of Business & Portfolio Management) appeared on Schedule A of E•••••••• W••••• A•••••••• L••
Sep 23, 2019 · Control person joined · fact
Yaacov Michael Marciano (Chief Investment Officer) appeared on Schedule A of E•••••••• W••••• A•••••••• L••
Mar 7, 2019 · Control person joined · fact
E•••••••• W••••• A•••••••• L•• reported RAUM $401.4M, up 202% from $132.7M (2018-04-03 to 2018-06-26)
Jun 26, 2018 · RAUM change · derived
E•••••••• W••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
Aug 9, 2017 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

E•••••••• W••••• A•••••••• L•• · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business phone: 305-921-4740reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/evolution-wealth-advisors-llc/aboutreportedpublic record, Form ADV, Sep 21, 2026
Website: w••.e•••••••••.netreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: (305) 921-4740reportedpublic record, Form ADV, Mar 10, 2026
Contact form: e•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Team page: e•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
RAUM per advisor: $245Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026