Evergreen Wealth Advisors

RIASEC RegisteredEst. 2023

Total AUM

$112M

Discretionary

$112M

100% of AUM

Avg account

$315K

Accounts

357

Employees

18

Advisory reps

6

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 326535
Registered since: November 8, 2023
Website: www.evergreenwealth.com
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM
Client types: HNWI51.95%
Corporations / Businesses33.83%
Individuals14.21%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Evergreen Wealth Advisors is an independent, SEC-registered advisory corporation that lists its registration year as 2023. The firm provides fee-based advice charged as a percentage of assets under management and focuses on financial planning and portfolio management for individuals, families and small-business owners. Its client mix includes both individual & family and institutional relationships. The firm does not identify itself as a capital allocator, pension consultant, or an active ESG investor in its filing.

Assets & Accounts

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

Cash & Cash Equivalents61%
Public Funds/Mutual Funds24%
Exchange Traded Equities15%

Owners & executives

3 of 3

William Harris
President, CEOCRD 4702630
Paul Bergholm
Chief Financial OfficerCRD 5861314
Corey Gomes
Chief Compliance OfficerCRD 5600967

Contacts

3 of 3

Joel Anderson
Wealth AdvisorCRD 6840246
Samantha Muncy
Head of Advisory ServicesCRD 4679238
Jeremy Hamann
Brokerage OperationsCRD 8179750

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area: Raleigh-Durham-Cary, NC
Region: South
County: Wake
Address: 1 Glenwood Ave
Time zone: ET (UTC-5)
Office locations

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