Evolution Wealth Advisors is a Registered Investment Advisor with the SEC (however, our registration as an investment advisor does not imply any level of skill or training) managed by a group with over 20 years of experience in the Asset Management Industry. 

Originally from South America, our team has been developing our business since 2011 in Aventura, Florida. 

Our goal is to be our clients main trusted Financial Advisor and help them reach their financial objectives. We aim to be on the top of the industry and work very hard to provide excellence in all we do.

Disclaimer:
This website is a publication of Evolution Wealth Advisors, LLC.   Information on this website does not constitute the rendering of personalized investment advice and is only for informational purposes. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment objectives will be achieved or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is no guarantee of future success.
Evolution Wealth Advisors, LLC is registered as an investment adviser with the SEC. Registration as an investment adviser does not imply any certain level of skill or training.


Finance

Investment Management

FinTech

Personal Finance

Evolution Wealth Advisors LLC

Aventura office focuses on client relations, operations management, and compliance for streamlined business processes.

Aventura

Dalia Szkolnik

This department manages budgeting, financial analysis, and investment portfolio oversight.

Finance Department

This department provides financial advice and oversees corporate development initiatives.

Financial Services

This department focuses on improving operational efficiency through research, analysis, and the implementation of automation technologies.

Operations and Automation

This department oversees organizational efficiency and ensures adherence to legal and regulatory standards.

Operations and Compliance

This department focuses on analyzing and optimizing operational processes to improve efficiency and performance.

Evolution Wealth Advisors LLC

Org chart

Teams

Finance Department

Financial Services

Operations and Automation

Operations and Compliance

Operations Management

Offices

Evolution Wealth Advisors LLC

Org chart

Teams

Finance Department

Financial Services

Operations and Automation

Operations and Compliance

Operations Management

Offices

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