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Est. 2026The front page of wealth managementNew York

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Trustee · Evolution Wealth Advisors, LLC

Alan O. Rotter

CRD 6738879 · Named on Form ADV at one SEC-registered adviser

At a glance

Evolution Wealth Advisors, LLC, an SEC-registered asset manager based in Aventura, FL with $2.0 billion in regulatory assets, lists Alan O. Rotter on its Form ADV as Trustee.

Firms and roles

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Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Alan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.