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EVER GREEN WEALTH MANAGEMENT, LLC

VICTOR, NY · CRD 297459 · IAPD ↗ · 585-742-0271

$80.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — EVER GREEN WEALTH MANAGEMENT, LLC reported RAUM up 27% ($63.1M -> $80.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — EVER GREEN WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — EVER GREEN WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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