Evergreen Wealth Management, LLC
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
FINTRXOverview
Evergreen Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2022. The firm is organized as a limited liability company with individual ownership. It serves both individual & family clients and institutional investors and charges fees as a percentage of assets under management. Evergreen also operates as an insurance broker and lists an affiliation with an insurance company. Advisory activities include portfolio management for individuals and small businesses plus pension consulting services. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
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 Funds49%
- Exchange Traded Equities46%
- Cash & Cash Equivalents5%
Contacts
3 of 6
David Bensch
CCOCRD 5295254
Jeffrey Gorsline
Investment AdvisorCRD 3239000
Andrew Nutter
Investment Adviser RepresentativeCRD 6060104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$86.9M in ETFs
64%
$55.4M
3%
$31.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $16.3M | 69,053 | 18.81% |
Location
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
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