EVERGREEN WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WILLIAMSTON, Michigan
- CRD number
- 174090
- Registered since
- May 27, 2022
- 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 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
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 1DAVID BENSCH
Director of Operations and Chief Compliance OfficerCRD 5295254
Contacts
3 of 5STEPHEN 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 20Active vs passive
$80.2M in ETFs
64%
$51.4M
3%
$28.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $14.6M | 67,679 | 18.16% |
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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