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EVERGREEN WEALTH ADVISORS
305 Church At North Hills Street
Floor 12, Suite 1250
Raleigh, North Carolina 27609
Tel: 888-884-0557
About EVERGREEN WEALTH ADVISORS
EVERGREEN WEALTH ADVISORS, formally registered with the SEC as EVERGREEN WEALTH ADVISORS. The firm was established in 11/08/2023. They have over 3 offices throughout the country.
EVERGREEN WEALTH ADVISORS is a Raleigh, North Carolina based Financial Planning firm with nearly $110,501,832 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326535 |
| SEC# | 801-129001 |
| Assets Managed by Firm | $110,501,832 |
| No. of Clients | 743 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (CASH MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 743 | $110,501,832 |
| Individuals (other than high net worth individuals) | 688 | $16,652,740 |
| High net worth individuals | Fewer than 5 clients | $34,582,270 |
| Corporations or other businesses | 6 | $59,266,822 |
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