Find prospects like Evolution Wealth Management
Get a list of similar companies, matched by industry, size and location, ready for outreach.
Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.
Products & Services
About Evolution Wealth Management
Evolution Wealth Management is listed as a company based in Appleton, Wisconsin, United States, operating in Financial Services, employing 11-20 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Evolution Wealth Management is one of 18,521 Financial companies listed in Wisconsin.
Business Contact Information
- Phone
- +1 (920) 4703275
- Address
- 100 W Lawrence St, Appleton, Wisconsin, 54911, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 12 (11-20)
- Annual Revenue
- $4.0M ($1M-$5M)
Evolution Wealth Management: frequently asked questions
What does Evolution Wealth Management do?
Evolution Wealth Management is listed as a company based in Appleton, Wisconsin, United States, operating in Financial Services, employing 11-20 people, reporting $1M-$5M in annual revenue and classified under Portfolio Management and Investment Advice.
Where is Evolution Wealth Management located?
Evolution Wealth Management is headquartered at 100 W Lawrence St, Appleton, Wisconsin, 54911, United States.
How many employees does Evolution Wealth Management have?
Evolution Wealth Management has about 12 employees (the 11-20 range).
What is Evolution Wealth Management's annual revenue?
Evolution Wealth Management's annual revenue is estimated at $4.0M (the $1M-$5M range).
What industry is Evolution Wealth Management in?
Evolution Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Evolution Wealth Management?
Its website is evolutionwealthmanagementinc.com and its phone number is +1 (920) 4703275.
What companies are similar to Evolution Wealth Management?
Other large financial companies in Wisconsin include The Northwestern Mutual Life Insurance Co, American Family Mutual Insurance Co, National Guardian Life Insurance Co and QBE North America.
Largest financial companies in Wisconsin
Largest financial companies
Manufacturing sales in Wisconsin, 2026
In Wisconsin, Factur's 2026 study counted 30 manufacturing quotes worth $957K and 6 purchase orders over 12 months: 20% of quotes became orders, against 21% nationally. See the Wisconsin data.
Own this business?
Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.
Prefer email? privacy@facturmfg.com
Add this badge to your website — show visitors you're listed on Factur Data.