Evergreen Wealth Management, LLC

RIASEC Registered

Total AUM

$249M

Discretionary

$249M

100% of AUM

Avg account

$164K

Accounts

1,512

Employees

8

Advisory reps

6

Firm details

Headquarters: Williamston, Michigan
CRD number: 174090
Registered since: May 27, 2022
Website: investevergreen.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM
Client types: Individuals59.29%
HNWI40.67%
Charitable Organizations0.03%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Evergreen Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC. The firm is SEC registered (registered in 2022) and charges clients on a percentage-of-assets-under-management basis. Its client base spans individuals, families and some institutional relationships. Advisory services emphasize portfolio management for individuals and small businesses and the firm also lists pension consulting among its advisory activities. Evergreen operates with an insurance brokerage capability alongside its advisory practice and does not act as a capital allocator to proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds49%
Exchange Traded Equities46%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 23

Active vs passive

$87.5M in ETFs

Passive

65%

$56.6M

Active

3%

$31M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)	Vanguard			$16.1M	68,876	18.35%

Unlock additional holdings →

Primary office

Williamston, MI

Ingham

Location

Williamston, MI

Headquartered in Williamston, MI, in the Midwest of the United States.

Region: Midwest
County: Ingham
Address: 319 W Grand River Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

CG Advisory Services

Williamston, MI

AUM $4.6BTEAM 136REPS 67

Northern Edge Wealth Management

Marquette, MI

AUM $247MTEAM 6REPS 5

DB & C Advisors, LLC

Holland, MI

AUM $252MTEAM 11REPS 10

Clear Ridge Wealth Management, LLC

Kalamazoo, MI

AUM $245MTEAM 4REPS 3

PPS & V Asset Management Consultants Inc

Portage, MI

AUM $254MTEAM 4REPS 3

Pinnacle Wealth Management Group, Inc.

Plymouth, MI

AUM $244MTEAM 4REPS 4

More RIAs in Williamston →All Michigan RIAs →