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 a privately owned LLC providing fee-based advisory services primarily to individuals, families and some institutional clients. The firm acts as an insurance broker and offers portfolio management for individuals and small businesses, along with pension consulting services. Evergreen bills clients on a percentage-of-AUM basis and is not positioned as an active ESG investor. The adviser registered with the SEC in 2022 and is owned by an individual.
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%
Owners & executives
1 of 1
David Bensch
Director of Operations and Chief Compliance OfficerCRD 5295254
Contacts
3 of 5
Stephen Hanley
Lead Portfolio ManagerCRD 4647573
Cooper Gross
Associate AdvisorCRD 8125345
Michael Gorsline
Investment AdvisorCRD 6120741
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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