Overview
Assets Under Management: $211 million
Headquarters: WILLIAMSTON, MI
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
EVERGREEN WEALTH MANAGEMENT, LLC 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 #174090), EVERGREEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EVERGREEN WEALTH MANAGEMENT, LLC is headquartered in WILLIAMSTON, MI.
EVERGREEN WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, EVERGREEN WEALTH MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
EVERGREEN WEALTH MANAGEMENT, LLC manages $211 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, EVERGREEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,458
Discretionary Accounts: 1,458
Regulatory Filings
CRD Number: 174090
Filing ID: 1951332
Last Filing Date: 2025-03-14 05:17:00
Website: https://evergreenfg.com