Evolution Wealth Advisors, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.3B
- Clients
- 380
- Avg AUM / client
- $5.2M
- Accounts
- 1,071
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 238 | $601M | 30.7% |
| Pension and profit sharing plans | 6 | $12.3M | 0.63% |
| Corporations and other businesses | 136 | $1.3B | 68.7% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roberto Vainrub | President | Nov 2009 (17y) | ≈ 6.25% – 25% via Roberto Vainrub Revocable Trust | |
| Vainrub, Lilyan | Trustee | Nov 2009 (17y) | ≈ 6.25% – 25% via Roberto Vainrub Revocable Trust | |
| Rotter, Alan, O | Trustee | Sep 2011 (15y) | ≈ 6.25% – 25% via Alan Rotter Revocable Trust | |
| Roditi, Luciana, Nmn | Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Michael Yaacov Marciano | Chief Investment Officer | Apr 2018 (8y) | Less than 5% | |
| Szkolnik, Dalia | Chief Technology Officer | Aug 2018 (8y) | Less than 5% | |
| Apeloig, Marcel, (Nmn) | Trustee | Oct 2018 (8y) | GP / trustee / elected manager of Mahr Trust (indirect) | |
| Gerhard Herrera Pahl | Director Of Business & Portfolio Management | May 2019 (7y) | Less than 5% | |
| Angrisano, Alfonso, (Nmn) | Member | Aug 2020 (6y) | 10% – 25% | |
| Ciulla Cimmino, Antonino, Gianni | Member | Jun 2022 (4y) | 5% – 10% | |
| Susana (Nmn) Zinn Gross | Registered representative | Aug 2018 (8y) | ||
| Alvaro Baldomero Sucre Uzcategui | Registered representative | Feb 2020 (6y) | ||
| Thiago Figueiredo | Registered representative | Nov 2022 (4y) | ||
| Edmundo Javier Castillo | Registered representative | Apr 2025 (1y) | ||
| Maureen Pennington Aguirre | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Roberto Vainrub Revocable Trust | Manager/Managing Member | Feb 2020 | A | 25% – 50% |
| Alan Rotter Revocable Trust | Member | Feb 2020 | A | 25% – 50% |
| Mahr Trust | Member | Feb 2020 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Roberto Vainrub: 25% – 50% of Roberto Vainrub Revocable Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Vainrub, Lilyan: 25% – 50% of Roberto Vainrub Revocable Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Rotter, Alan, O: 25% – 50% of Alan Rotter Revocable Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $745M (38% of AUM) Mar 2026
- J.P. Morgan $533M (27% of AUM) Mar 2026
- UBS $231M (28% of AUM) Sep 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗