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Evolution Wealth Management Inc.
Evolution Wealth Management, Inc. is a registered investment adviser headquartered in Fort Myers, Florida. Founded in 2020 by Adam J. Bruno and Kurt M. Traulsen, the firm offers tailored investment advisory services to individuals and families, focusing on acting exclusively in a fiduciary capacity. The firm became SEC-registered in 2025 and provides discretionary and non-discretionary portfolio management, as well as financial planning and consulting. As of March 2025, Evolution Wealth Management operates with a small but specialized team.
Investment Strategy
Evolution Wealth Management provides personalized investment advice to meet the unique financial goals of its clients, primarily individuals and families. The firm leverages both proprietary and third-party (independent) managers, offering both discretionary and non-discretionary management based on client needs. Asset allocation and investment selections are customized following detailed discussions of client risk tolerances, time horizons, and objectives. The firm closely monitors client portfolios to implement changes as needed, and maintains a focus on fiduciary responsibility and individualized planning.
Latest 13F Filing Activity
Evolution Wealth Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 563 equity positions with a total 13F market value of $81M. The fund increased holdings in Innovator Etfs Trust, Pacer FDS TR, Simplify Exchange Traded Fun among other positions. Evolution Wealth Management Inc. reduced exposure to On24 Inc., First FNDTN Inc., Resideo Technologies Inc. among others.
Top Holdings
Equity Positions (563)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SFLR | INNOVATOR ETFS TRUST | 16.29% | $13.2M | 393,837 | $33.57 | $33.57 | +$13.2M |
P PSFF | PACER FDS TR | 7.00% | $5.7M | 186,322 | $30.48 | $30.48 | +$5.7M |
S SPD | SIMPLIFY EXCHANGE TRADED FUN | 4.44% | $3.6M | 94,750 | $38.02 | $38.02 | +$3.6M |
O OVL | LISTED FDS TR | 3.30% | $2.7M | 55,521 | $48.31 | $48.31 | +$2.7M |
I IVV | ISHARES TR | 2.30% | $1.9M | 3,010 | $620.90 | $620.90 | +$1.9M |
Industry Allocation
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