EVER GREEN WEALTH MANAGEMENT, LLC

6535 Anthony Drive
Suite A
Victor, New York 14564
Tel: 585-742-0271

About EVER GREEN WEALTH MANAGEMENT, LLC

EVER GREEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as EVER GREEN WEALTH MANAGEMENT, LLC. The firm was established in 12/12/2019. They have over 1 offices throughout the country.

EVER GREEN WEALTH MANAGEMENT, LLC is a Victor, New York based Financial Planning firm with nearly $57,674,674 assets under management, offering retirement planning & investment advisory services to 548 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297459
SEC#	801-117694
Assets Managed by Firm	$57,674,674
No. of Clients	548
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	548	$57,674,674
Individuals (other than high net worth individuals)	267	$42,369,561
High net worth individuals	11	$15,305,113

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