AdvisorCensus / Financial advisors / Colorado / Grand Junction / Evolution Vision Wealth Management
Evolution Vision Wealth Management
Filed as EVOLUTION VISION WEALTH MANAGEMENT · Legal name SB Investment Partners, LLC
Evolution Vision Wealth Management is an SEC-registered investment advisory firm in Grand Junction, CO, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Evolution Vision Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Evolution Vision Wealth Management reports these compensation arrangements: a percentage of assets under its management.
What does Evolution Vision Wealth Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 27, 2026 states: Up to $250,000: 1% a year; $250,000 to $499,999.99: 0.95% a year; $500,000 to $999,999.99: 0.9% a year; $1,000,000 to $1,999,999.99: 0.8% a year; $2,000,000 to $4,999,999.99: 0.7% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Evolution Vision Wealth Management located?
Evolution Vision Wealth Management's principal office is in Grand Junction, CO, according to its Form ADV.
Is Evolution Vision Wealth Management registered with the SEC or a state?
Evolution Vision Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340871.
How much does Evolution Vision Wealth Management manage?
Evolution Vision Wealth Management reports $65,401,042 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
What types of clients does Evolution Vision Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (21).
Which custodians does Evolution Vision Wealth Management use?
Evolution Vision Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Evolution Vision Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340871
What changed in Evolution Vision Wealth Management's recent Form ADV filings?
In the August 2026 filing data: No longer lists the business name Evolution Vision Wealth Management.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1% |
| $250,000 to $499,999.99 | 0.95% |
| $500,000 to $999,999.99 | 0.9% |
| $1,000,000 to $1,999,999.99 | 0.8% |
| $2,000,000 to $4,999,999.99 | 0.7% |
| Above $5,000,000 | 0.5% |
The brochure's wording
First $250,000 1.00% Next $250,000 to $499,999.99 0.95% Next $500,000 to $999,999.99 0.90% Next $1,000,000 to $1,999,999.99 0.80%
Next $2,000,000 to $4,999,999.99 0.70% $5,000,000 and over 0.50%
As stated in the firm's Form ADV Part 2A brochure dated August 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$65,401,042 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- SB Investment Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- No longer lists the business name Evolution Vision Wealth Management.
- June 2026
- Regulatory assets under management went from $0 to $65,401,042.
- Employees performing advisory functions went from 3 to 2.
- Added the business name Evolution Vision Wealth Management.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Evolution Vision Wealth Management (CRD 340871): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871