Overview
Assets Under Management: $112 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 8
Average Client Assets: $7.3 million
Frequently Asked Questions
EVERGREEN WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326535), EVERGREEN WEALTH ADVISORS is subject to fiduciary duty under federal law.
EVERGREEN WEALTH ADVISORS is headquartered in RALEIGH, NC.
EVERGREEN WEALTH ADVISORS serves 8 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, EVERGREEN WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
EVERGREEN WEALTH ADVISORS manages $112 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, EVERGREEN WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.95%
Average Client Assets: $7.3 million
Total Client Accounts: 357
Discretionary Accounts: 357
Regulatory Filings
CRD Number: 326535
Filing ID: 2079218
Last Filing Date: 2026-03-26 22:24:43