# Evolution Vision Wealth Management: applying for SEC registration, $65M AUM, 

**Score:** 40/100

| 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/ |

## Why this score
- Still in the approval window: vendors not yet chosen.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340871). Last refreshed: 2026-11-04T21:45:24.609Z.
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.