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CRD#: 340871
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for EVOLUTION VISION WEALTH MANAGEMENT Comes From

Understanding the Statistics for EVOLUTION VISION WEALTH MANAGEMENT and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Glenwood Springs, CO
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / SEC)Latest Form ADV
Part 2 Brochures
FORM ADV PART 2A - FIRM BROCHURE (3/27/2026)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

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Advisor's working at EVOLUTION VISION WEALTH MANAGEMENT

Daniel Thomas Mccaslin

Daniel Thomas Mccaslin

IAR
CRD#: 7440269
CFP®: Certified Financial Planner
Location:
Glenwood Springs, CO

Registered Affiliation(s):EVOLUTION VISION WEALTH MANAGEMENT

Disclosures:
Experience:
4 years
KH

Kevin Paul Haggerty

IAR
CRD#: 6253879
Location:
Phoenix, AZ

Registered Affiliation(s):EVOLUTION VISION WEALTH MANAGEMENT

Disclosures:
Experience:
12 years
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