# Evolution Vision Wealth Management

> 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.

- CRD: 340871
- Filed as: EVOLUTION VISION WEALTH MANAGEMENT
- Legal name: SB Investment Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Grand Junction, CO
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340871
- AdvisorCensus page: https://advisorcensus.com/firm/evolution-vision-wealth-management-grand-junction-co-340871

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $65,401,042
- Discretionary: $65,401,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $16,208,867 |
| High net worth individuals | 21 | $49,192,175 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evolutionvisionwm.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evolution Vision Wealth Management (CRD 340871): Form ADV filing data as of October 2026.