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EVERGREEN WEALTH MANAGEMENT, LLC

WILLIAMSTON, MI · CRD 174090 · IAPD ↗ · www.investevergreen.com · (517) 655-2118

$248.7MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — EVERGREEN WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — EVERGREEN WEALTH MANAGEMENT, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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