KINTRA WEALTH, LLC
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About the firm
Evergreen is a client-centric wealth management firm whose registered financial advisors work closely with clients to help maximize current assets and monitor future market and tax trends. The firm works as an ensemble, collaboratively creating, implementing, and managing solutions tailored to each client's financial goals. Evergreen is committed to complete transparency, a client-first philosophy, and using cost-effective, tax-efficient tools.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, responsible investing, risk assessment, insurance solutions, retirement planning, asset management, long-term planning, and business planning.
Who they serve
Advisors, individuals and families, entrepreneurs, and institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,610 | $586M |
| High Net Worth Individuals | 1,304 | $915M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
43 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $1,000,000 | 1.00% |
| Next $3,000,000 | 0.95% |
| Over $5,000,000 | 0.85% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KINTRA WEALTH, 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.