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EVER GREEN WEALTH MANAGEMENT, LLC
CRD 297459 · SEC 801-117694
6535 ANTHONY DRIVE, SUITE A, VICTOR, NY, 14564, United States
Phone
585-742-0271
Fax
585-270-3768
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$80.3M
Discretionary AUM
$80.3M
Team
1 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 351 | $68.0M |
| High net worth individuals | 12 | $12.2M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD