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IVY EVERGREEN, LLC

CHARLESTON, SC · CRD 324430 · IAPD ↗ · ivyassetgroup.com · 843-606-6014

$155.0MRegulatory AUM
5Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — IVY EVERGREEN, LLC (CHARLESTON, SC) is newly SEC-registered with $166.0M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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