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EVOLUTION WEALTH ADVISORS LLC

Company Details

Entity Name: EVOLUTION WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Jul 2016 (9 years ago)
Document Number: L16000141473
FEI/EIN Number 82-2324848
Address: 20900 NE 30TH AVENUE, AVENTURA, FL, 33180, US
Mail Address: 20900 NE 30TH AVENUE, AVENTURA, FL, 33180, US
ZIP code: 33180
County: Miami-Dade
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1763121 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, 33180 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL, 33180 305-921-4740

Filings since 2024-11-06

Form type 13F-HR
File number 028-18990
Filing date 2024-11-06
Reporting date 2024-09-30
File View File

Filings since 2024-08-23

Form type N-PX
File number 028-18990
Filing date 2024-08-23
Reporting date 2024-06-30
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Filings since 2024-07-18

Form type 13F-HR
File number 028-18990
Filing date 2024-07-18
Reporting date 2024-06-30
File View File

Filings since 2024-04-19

Form type 13F-HR
File number 028-18990
Filing date 2024-04-19
Reporting date 2024-03-31
File View File

Filings since 2024-01-31

Form type 13F-HR
File number 028-18990
Filing date 2024-01-31
Reporting date 2023-12-31
File View File

Filings since 2023-11-07

Form type 13F-HR
File number 028-18990
Filing date 2023-11-07
Reporting date 2023-09-30
File View File

Filings since 2023-07-17

Form type 13F-HR
File number 028-18990
Filing date 2023-07-17
Reporting date 2023-06-30
File View File

Filings since 2023-05-02

Form type 13F-HR
File number 028-18990
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-18990
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-02

Form type 13F-HR
File number 028-18990
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-08-02

Form type 13F-HR
File number 028-18990
Filing date 2022-08-02
Reporting date 2022-06-30
File View File

Filings since 2022-04-29

Form type 13F-HR
File number 028-18990
Filing date 2022-04-29
Reporting date 2022-03-31
File View File

Filings since 2022-01-28

Form type 13F-HR
File number 028-18990
Filing date 2022-01-28
Reporting date 2021-12-31
File View File

Filings since 2021-11-09

Form type 13F-HR
File number 028-18990
Filing date 2021-11-09
Reporting date 2021-09-30
File View File

Filings since 2021-07-22

Form type 13F-HR
File number 028-18990
Filing date 2021-07-22
Reporting date 2021-06-30
File View File

Filings since 2021-04-20

Form type 13F-HR
File number 028-18990
Filing date 2021-04-20
Reporting date 2021-03-31
File View File

Filings since 2021-02-02

Form type 13F-HR
File number 028-18990
Filing date 2021-02-02
Reporting date 2020-12-31
File View File

Filings since 2020-10-15

Form type 13F-HR
File number 028-18990
Filing date 2020-10-15
Reporting date 2020-09-30
File View File

Filings since 2020-07-27

Form type 13F-HR
File number 028-18990
Filing date 2020-07-27
Reporting date 2020-06-30
File View File

Filings since 2020-04-22

Form type 13F-HR
File number 028-18990
Filing date 2020-04-22
Reporting date 2020-03-31
File View File

Filings since 2020-02-03

Form type 13F-HR
File number 028-18990
Filing date 2020-02-03
Reporting date 2019-12-31
File View File

Filings since 2019-11-12

Form type 13F-HR
File number 028-18990
Filing date 2019-11-12
Reporting date 2019-09-30
File View File

Filings since 2019-07-12

Form type 13F-HR
File number 028-18990
Filing date 2019-07-12
Reporting date 2019-06-30
File View File

Filings since 2019-05-09

Form type 13F-HR
File number 028-18990
Filing date 2019-05-09
Reporting date 2019-03-31
File View File

Filings since 2019-01-29

Form type 13F-HR
File number 028-18990
Filing date 2019-01-29
Reporting date 2018-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 822324848 2024-07-01 EVOLUTION WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, SUITE #517, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2024-07-01
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-01
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 822324848 2023-07-28 EVOLUTION WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, SUITE #517, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 822324848 2022-07-28 EVOLUTION WEALTH ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, SUITE #517, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2020 822324848 2021-07-30 EVOLUTION WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, SUITE #517, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2021-07-30
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2019 822324848 2020-07-28 EVOLUTION WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, SUITE #517, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2020-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-28
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
EVOLUTION WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2018 822324848 2019-04-12 EVOLUTION WEALTH ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 3059214740
Plan sponsor’s address 20900 NE 30TH AVE, AVENTURA, FL, 33180

Signature of

Role Plan administrator
Date 2019-04-12
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-12
Name of individual signing LUCIANA RODITI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ROZENCWAIG & NADEL, LLP Agent 301 W. HALLANDALE BEACH BLVD., HALLANDALE BEACH, FL, 33009

Manager

Name Role Address
VAINRUB ROBERTO Manager C/O 301 W. HALLANDALE BEACH BLVD., HALLANDALE BEACH, FL, 33009

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000091343 EWA ACTIVE 2017-08-17 2027-12-31 No data 20900 NE 30TH AVE STE 517, AVENTURA, FL, 33180
G17000091344 EWA ACTIVE 2017-08-17 2027-12-31 No data 20900 NE 30TH AVE STE 517, AVENTURA, FL, 33180

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-08-14 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL 33180 No data
CHANGE OF MAILING ADDRESS 2018-08-14 20900 NE 30TH AVENUE, SUITE 517, AVENTURA, FL 33180 No data

Documents

Name Date
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-02-23
ANNUAL REPORT 2021-03-24
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-03-08
ANNUAL REPORT 2018-03-06
AMENDED ANNUAL REPORT 2017-07-28
ANNUAL REPORT 2017-02-21
Florida Limited Liability 2016-07-28

Date of last update: 01 Feb 2025

Sources: Florida Department of State