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Business Profile

Wealth Management

Evolution Wealth Management Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
(239) 771-8696Write a Review

About

Overview

Evolution Wealth Management Inc.

12487 Brantley Commons Ct

Fort Myers, FL 33907-5692

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BBB Accreditation & Rating

Evolution Wealth Management Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Evolution Wealth Management Inc. offers wealth management and estate planning.

BBB Accredited Since: 11/23/2021

Years in Business: 6

Products and Services

Estate Planning, Wealth Management

Business Details

Local BBB:
BBB of West Florida
BBB File Opened:
11/19/2021
Business Started:
1/21/2020
Business Incorporated:
1/21/2020
Type of Entity:
Corporation
Business Management:
Mr. Adam Bruno, President/Founder
Mr. Kurt Traulsen, CEO

Additional Contact Information

Principal Contacts
Mr. Adam Bruno, President/Founder
Customer Contacts
Mr. Adam Bruno, President/Founder
Mr. Kurt Traulsen, CEO
Ms. Lauren Traulsen, Manager

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500Website

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500Website

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

301-5906500Website

BBB records show a license number of W032008 for this business, issued by Department of Insurance. The expiration date of this license is 11/30/2026.

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

239-4614000

BBB records show a license number of W241364 for this business, issued by Department of Insurance. The expiration date of this license is 1/31/2028.

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

239-4614000

Additional Information

Business Categories
Wealth Management, Life Insurance, Retirement Planning Services, Health Insurance, Investment Management, Estate Planning and Management

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