Evolution Wealth Management Inc.

Business address
12487 Brantley Commons Court, Fort Myers, FL, 33907
Top securities (13F)
SFLR, PSFF, SPD, SPYC, SPLG, PSTP, OVL, SCHX, OVB, IVVM, HEQT, IVV, SGOV, VTHR, DBEF, QQQM, QFLR, NVDA, AGGH, and XLG
State of incorporation
FL
Fiscal year end
31 December
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Evolution Wealth Management Inc. has filed 3 SEC EDGAR filings since 29 Aug 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-25771
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-25771
13F-HR Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-25771