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EVERGREEN WEALTH ADVISORS, INC.

CRD 136947 · SEC 801-64734

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$96.8M

Discretionary AUM

$95.9M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals5$2.2M
High net worth individuals21$93.6M

All web addresses on file

Official SEC filing: View on IAPD