EVERGREEN WEALTH ADVISORS

CRD 326535 · SEC 801-129001

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305 CHURCH AT NORTH HILLS STREET, FLOOR 12, SUITE 1250, RALEIGH, NC, 27609, United States

Phone

888-884-0557

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$112.5M

Discretionary AUM

$112.5M

Team

18 total employees; 7 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	134	$16.0M
High net worth individuals	8	$58.4M
Corporations/business entities	14	$38.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.evergreenmoney.com
https://www.evergreenwealth.com
https://www.instagram.com/evergreenmoneyofficial/
https://www.facebook.com/evergreenmoney/

Official SEC filing: View on IAPD