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EVERGREEN WEALTH MANAGEMENT, LLC
CRD 174090 · SEC 801-125737
319 W GRAND RIVER AVE, WILLIAMSTON, MI, 48895, United States
Phone
(517) 655-2118
Fax
(517) 947-5942
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.7M
Discretionary AUM
$248.7M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 655 | $147.5M |
| High net worth individuals | 49 | $101.2M |
| Charitable organizations | 1 | $71K |
| Corporations/business entities | 1 | $12K |
States served
IN, MI, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD