EVERGREEN WEALTH MANAGEMENT, LLC
SEC RegisteredWealth Planning Made to Endure
About the firm
Evergreen Wealth Management is a highly customized boutique investment advisory company. Their advisors work with a select group of clients to offer a high level of service and planning, while their investment management team focuses on researching and understanding investment opportunities at a deep level.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized wealth planning and investment advisory services focused on identifying desired outcomes such as retirement, income, and growth, and creating custom plans to achieve those outcomes through ongoing financial planning, asset management, and advisory relationships.
Who they serve
A select group of clients that value a deeper relationship, higher customization, and ongoing planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 655 | $147M |
| High Net Worth Individuals | 49 | $101M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EVERGREEN WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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