Evergreen Wealth Management, LLC

RIASEC RegisteredEst. 2022
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
www.evergreenwealthmanagement.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 a privately owned limited liability company that registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional relationships, offering advisory services billed as a percentage of assets under management. Its stated advisory activities emphasize portfolio management for individuals and small businesses and include pension consulting services; the firm also operates as an insurance broker. Evergreen reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 46%, Cash & Cash Equivalents 5%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • David Bensch

    David Bensch

    Director of Operations and Chief Compliance OfficerCRD 5295254

Contacts

3 of 5
  • Stephen Hanley

    Stephen Hanley

    Lead Portfolio ManagerCRD 4647573

  • Cooper Gross

    Cooper Gross

    Associate AdvisorCRD 8125345

  • Michael Gorsline

    Michael Gorsline

    Investment AdvisorCRD 6120741

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$80.2M in ETFs

Passive

64%

$51.4M

Active

3%

$28.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)Vanguard$14.6M67,67918.16%
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Location

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

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