EVER GREEN WEALTH MANAGEMENT, LLC

Overview

Ever Green Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under a percentage-of-assets fee model and concentrates its client base on individual and family relationships rather than institutional or retirement-plan consulting. Since its SEC registration in 2019, the adviser has favored publicly available pooled vehicles—primarily mutual funds—for core exposures while supplementing portfolios with private alternative strategies for select clients. The firm does not identify as an active ESG investor and is structured as a limited liability company owned by an individual. Investment decisions appear centered on building diversified client portfolios using turnkey public funds for broad market exposure and layering in fixed-income corporate debt and third‑party alternative managers where appropriate. The adviser’s activity profile indicates a tilting toward manager selection in hedge funds and real estate allocations when deploying alternatives, rather than direct operating company investments or proprietary product manufacture.

Assets & Accounts

Investments & Alternatives

Location & Offices