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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