Evolution Vision Wealth Management: applying for SEC registration, $65M AUM,
Evolution Vision Wealth Management: applying for SEC registration, $65M AUM, . Its amount of 65 is below the median of 134 (6th percentile). Dated 223 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 65 · 6th percentile of 1,149 NewRiaPulse records · 0.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Evolution Vision Wealth Management |
| Legal name | Sb Investment Partners, LLC |
| CRD | 340871 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-10-01 |
| Regulatory AUM | $65,401,042 |
| Accounts | 223 |
| Employees | 2 |
| Website | https://www.evolutionvisionwm.com/ |
| amount percentile | 6th of 1,149 (median 134, 0.5x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Evolution Vision Wealth Management?
Evolution Vision Wealth Management applied for SEC registration as an investment adviser (2026-03-27) with $65,401,042 in regulatory assets under management, based in .
How does Evolution Vision Wealth Management compare to other NewRiaPulse records?
Its amount of 65 is below the median (6th percentile); smaller records often move faster and face less competition. It is 223 days old; check the official source for later updates before acting.
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NewRiaPulse: Under $100M NewRiaPulse: In 120-day approval window
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.