Evergreen Wealth Advisors

RIASEC Registered

Total AUM

$112M

Discretionary

$112M

100% of AUM

Avg account

$315K

Accounts

357

Employees

Advisory reps

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, corporate-structured registered investment adviser that began SEC registration in 2023. The firm is owned by a combination of a domestic entity and individuals and provides advisory services to both individual and family clients as well as institutional accounts. Its primary revenue model is a percentage-of-assets-under-management fee structure. Advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Evergreen reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.