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EVERGREEN WEALTH MANAGEMENT
EVERGREEN WEALTH MANAGEMENT LLC
CRD 313909
399 BOYLSTON ST, 6TH FLOOR, BOSTON, MA, 02116, United States
Phone
978-495-6848
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$62.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $101K |
| High net worth individuals | 29 | $55.9M |
| Pension/profit sharing plans | 1 | $249K |
| Charitable organizations | 1 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD