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EVERGREEN WEALTH

SPRINGFIELD, IL · CRD 168998 · IAPD ↗ · (217) 321-3210

$1.18BRegulatory AUM
6Advisory reps
12Employees
198Clients
More than 500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — EVERGREEN WEALTH notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — EVERGREEN WEALTH crossed $1B in regulatory AUM ($969.8M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
December 2025 — TROXELL FINANCIAL is now doing business as EVERGREEN WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2025 — TROXELL FINANCIAL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — TROXELL FINANCIAL reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — TROXELL FINANCIAL now reports custody of client assets ($30.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — TROXELL FINANCIAL reported RAUM up 26% ($665.9M -> $840.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.