Gerhard Herrera-pahl

EVOLUTION WEALTH ADVISORS

Aventura, FL 33180

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CRD#: 4448486

Professional summary

Gerhard Herrera-pahl, who also goes by Gerhard Herrera, is a registered financial advisor currently at EVOLUTION WEALTH ADVISORS, LLC located in Aventura, Florida.

Gerhard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gerhard has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerhard Herrera

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Heiz, LLC; Non Investment-Related; Miami Beach, FL; Catering Company; Director/Manager; 5/2013; 0 hrs/mo; 0 hrs/mo during securities trading hours; Not actively using time into the firm. HERPAH LLC; Investment-Related; Miami Beach, FL; Sub-contracting; Director/Managing Member; 8/2012; 0 hrs/mo; 0 hrs/mo during securities trading hours; Sub-contracting investment related services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerhard Herrera-pahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 17, 2019 - Present

EVOLUTION WEALTH ADVISORS, LLC

Office #1: 20900 Ne 30th Avenue Suite 517, Aventura, FL 33180

RIA

CRD#: 285142

Aventura, FL

Past

November 21, 2012 - December 10, 2018

BIGSUR PARTNERS, LLC

RIA

CRD#: 146511

Miami, FL

Past

June 16, 2010 - August 23, 2012

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

RIA

CRD#: 152104

MIAMI, FL

Past

April 20, 2004 - June 9, 2010

GUGGENHEIM INVESTMENT ADVISORS, LLC

RIA

CRD#: 108263

MIAMI, FL

Past

October 8, 2001 - April 10, 2002

GLENN MICHAEL FINANCIAL, INC.

CRD#: 37912

MELVILLE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVOLUTION WEALTH ADVISORS, LLC

EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/6/2001

General Securities Representative Examination

Current Firm

EVOLUTION WEALTH ADVISORS, LLC

EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

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Contact information

Main Address

20900 Ne 30th Avenue Suite 517, Aventura, FL 33180

Mailing Address

Phone number

(305) 921-4740

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVOLUTION WEALTH 2025 ANNUAL ADV PART 2A (3/28/2025)

EVOLUTION WEALTH 2025 ANNUAL WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	909
AUM (Assets Under Management)	$ 1,310,126,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gerhard Herrera-pahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerhard Herrera-pahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVOLUTION WEALTH ADVISORS, LLC

BIGSUR PARTNERS, LLC

ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.

GUGGENHEIM INVESTMENT ADVISORS, LLC

GLENN MICHAEL FINANCIAL, INC.

Primary Firm SEC Registration

EVOLUTION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2004

Series 7

Date: 10/6/2001

Current Firm

EVOLUTION WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVOLUTION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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