EVERGREEN WEALTH ADVISORS

RIASEC Registered

Total AUM

$46.2M

Discretionary

$46.2M

100% of AUM

Avg account

$170K

Accounts

272

Employees

Advisory reps

Firm details

Headquarters: DURANGO, Colorado
CRD number: 155966
Website: www.evergreenwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI57.36%
Individuals40.58%
Pension & Profit Sharing Plans2.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Evergreen Wealth Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily focuses on providing financial planning services and portfolio management for both individuals and institutions. With a client base that includes both individual and family clients as well as institutional investors, Evergreen Wealth Advisors employs a fee structure that consists of a percentage of assets under management (AUM) and hourly charges. The firm is not classified as an active ESG investor and does not operate as a multi-state adviser.