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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
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Glenwood Springs, CO
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
FORM ADV PART 2A - FIRM BROCHURE (3/27/2026)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at EVOLUTION VISION WEALTH MANAGEMENT
Kyle Chandler
IAR
RR
CRD#: 6946539
Location:
Vancouver, WA 98684
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
7 years
Matthew William Borowitz
PR
CRD#: 7694810
Location:
Milwaukee, WI 53202-4797
Company:
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Disclosures:
Experience:
2 years
RG
Ryan Mitchell Golden
IAR
RR
CRD#: 6594963
Location:
Crystal, MN 55428
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
10 years
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