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Member & Office Manager · Evolution Vision Wealth Management

Felicia N. Ramirez

CRD 8272414 · Named on Form ADV at one SEC-registered adviser

At a glance

Evolution Vision Wealth Management, an SEC-registered wealth manager with $65 million in regulatory assets, lists Felicia N. Ramirez on its Form ADV as Member & Office Manager.

Firms and roles

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Felicia’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

  • Daniel T. McCaslinPresident & Chief Compliance Officer, Evolution Vision Wealth Management

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