{
  "crd_number": 340871,
  "slug": "evolution-vision-wealth-management-grand-junction-co-340871",
  "primary_business_name": "EVOLUTION VISION WEALTH MANAGEMENT",
  "legal_name": "SB INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Grand Junction",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "24300",
  "metro": {
    "cbsa_code": "24300",
    "common_name": "Grand Junction",
    "msa_name": "Grand Junction, CO",
    "path": "/advisors/co/grand-junction"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-03-27",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 65401042.0,
  "raum_discretionary": 65401042.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16208867.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 49192175.0,
      "count": 21
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "NH",
    "TX"
  ],
  "websites": [
    "https://evolutionvisionwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340871",
  "city_as_filed": "GRAND JUNCTION",
  "url": "https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871",
  "display_name": "Evolution Vision Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Evolution Vision Wealth Management (CRD 340871): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Evolution Vision Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Evolution Vision Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Evolution Vision Wealth Management's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Evolution Vision Wealth Management located?",
      "a": "Evolution Vision Wealth Management's principal office is in Grand Junction, CO, according to its Form ADV."
    },
    {
      "q": "Is Evolution Vision Wealth Management registered with the SEC or a state?",
      "a": "Evolution Vision Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340871."
    },
    {
      "q": "How much does Evolution Vision Wealth Management manage?",
      "a": "Evolution Vision Wealth Management reports $65,401,042 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Evolution Vision Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (21)."
    },
    {
      "q": "Which custodians does Evolution Vision Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Evolution Vision Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Evolution Vision Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: No longer lists the business name Evolution Vision Wealth Management."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "No longer lists the business name Evolution Vision Wealth Management."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 27, 2026",
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1%"
      },
      {
        "band": "$250,000 to $499,999.99",
        "rate": "0.95%"
      },
      {
        "band": "$500,000 to $999,999.99",
        "rate": "0.9%"
      },
      {
        "band": "$1,000,000 to $1,999,999.99",
        "rate": "0.8%"
      },
      {
        "band": "$2,000,000 to $4,999,999.99",
        "rate": "0.7%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "First $250,000 1.00%\nNext $250,000 to $499,999.99 0.95%\nNext $500,000 to $999,999.99 0.90%\nNext $1,000,000 to $1,999,999.99 0.80%",
          "Next $2,000,000 to $4,999,999.99 0.70%\n$5,000,000 and over 0.50%"
        ]
      }
    ],
    "quotes": [
      "First $250,000 1.00%\nNext $250,000 to $499,999.99 0.95%\nNext $500,000 to $999,999.99 0.90%\nNext $1,000,000 to $1,999,999.99 0.80%",
      "Next $2,000,000 to $4,999,999.99 0.70%\n$5,000,000 and over 0.50%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 16208867.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 49192175.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340871",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}