Evergreen Wealth
Firm details
- Headquarters
- Springfield, Illinois
- CRD number
- 168998
- Registered since
- March 24, 2015
- Website
- www.egwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI35.45%
- Pension & Profit Sharing Plans32.83%
- Individuals15.73%
- Corporations / Businesses15.67%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Evergreen Wealth is an independent, privately owned registered investment adviser that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional relationships, and operates as a capital allocator that selects third‑party managers on behalf of clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and manager selection. The firm also functions as an insurance broker and bills clients via percentage-of-AUM arrangements as well as hourly and fixed fees. Evergreen Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities40%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$619M in ETFs
73%
$451M
25%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) | BlackRock | Passive | Foreign Large Blend | $31.5M | 678,254 | 5.08% |
Location
Springfield, IL
Sangamon
Location
Springfield, IL
Headquartered in Springfield, IL, anchoring the Springfield-Jacksonville-Lincoln, IL metro in the Midwest.
- Metro area
- Springfield-Jacksonville-Lincoln, IL
- Region
- Midwest
- County
- Sangamon
- Address
- 1200 Ctr W Dr
- Time zone
- CT (UTC-6)
- Office locations
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