EVERGREEN WEALTH SOLUTIONS, LLC

1000 Commerce Park Drive
Suite 416
Williamsport, Pennsylvania 17701
Tel: 570-601-6960

About EVERGREEN WEALTH SOLUTIONS, LLC

EVERGREEN WEALTH SOLUTIONS, LLC, formally registered with the SEC as EVERGREEN WEALTH SOLUTIONS, LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.

EVERGREEN WEALTH SOLUTIONS, LLC is a Williamsport, Pennsylvania based Financial Planning firm with nearly $390,570,332 assets under management, offering retirement planning & investment advisory services to 1274 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299407
SEC#	801-114485
Assets Managed by Firm	$390,570,332
No. of Clients	1274
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1274	$390,570,332
Individuals (other than high net worth individuals)	396	$167,255,929
High net worth individuals	93	$213,252,043
Charitable organizations	5	$1,198,569
Corporations or other businesses	17	$8,863,791

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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