Evolution Vision Wealth Management

Evolution Vision Wealth Management is a newly registered, privately owned investment adviser that offers asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting to a range of client types including individuals, high‑net‑worth individuals, trusts, employer plans, and business entities. The brochure indicates the firm was recently formed and, as of the filing date, reported no regulatory assets under management and no current client relationships.

The firm constructs individualized portfolios using individual stocks, bonds, ETFs, options, mutual funds and alternative investments and may engage third‑party sub‑advisors to implement or manage portions of client accounts; portfolios are monitored and rebalanced on an ongoing basis and discretionary authority is available. Evolution Vision describes a broad toolkit of investment methods — including fundamental and technical analysis, cyclical and charting techniques — and states it may employ strategies ranging from long‑term holdings to active trading, with the potential use of margin and short sales where appropriate.

Notable distinctions for a firm of this size include its very small advisory team (two advisors) combined with recent registration and no reported clients or AUM, and operational practices that are uncommon among peers, such as charging a separate fee to vote client proxies and assessing additional advisory charges when facilitating annuity purchases through a third‑party platform. The firm also routinely recommends a single major custodian for custody and trading and discloses receipt of institutional products and services from that custodian, a relationship it notes may create potential conflicts of interest.