EVERGREEN WEALTH MANAGEMENT, LLC

319 W Grand River Ave
Williamston, Michigan 48895
Tel: (517) 655-2118

About EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as EVERGREEN WEALTH MANAGEMENT, LLC. The firm was established in 05/27/2022. They have over 3 offices throughout the country.

EVERGREEN WEALTH MANAGEMENT, LLC is a Williamston, Michigan based Financial Planning firm with nearly $174,529,984 assets under management, offering retirement planning & investment advisory services to 1307 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174090
SEC#	801-125737
Assets Managed by Firm	$174,529,984
No. of Clients	1307
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1307	$174,529,984
Individuals (other than high net worth individuals)	608	$119,131,456
High net worth individuals	28	$55,009,748
Charitable organizations	2	$370,473
Corporations or other businesses	1	$18,307

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