EVERGREEN WEALTH ADVISORS

RIASEC RegisteredEst. 2023

Total AUM

$112M

Discretionary

$112M

100% of AUM

Avg account

$315K

Accounts

357

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 326535
Registered since: November 8, 2023
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI51.95%
Corporations / Businesses33.83%
Individuals14.21%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Evergreen Wealth Advisors is an independent registered investment adviser that provides financial planning and discretionary portfolio management, focused on individuals, families and smaller business clients. The firm is structured as a domestic corporation and operates on a percentage-of-AUM fee model. It registered with the SEC in 2023 and is not set up as a capital allocator or pension consultant; it also does not identify as an active ESG investor. Advisory work centers on financial planning and direct portfolio management for individuals and small businesses. The firm reports all of its reported assets as discretionary, indicating advisors make portfolio decisions on behalf of clients within agreed mandates. Although the ADV flags “Multi State Adviser: No,” the firm maintains multiple physical offices (see Location & Offices), reflecting a footprint beyond a single location.