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EVERGREEN WEALTH ADVISORS

RALEIGH, NC · CRD 326535 · IAPD ↗ · evergreenmoney.com · 888-884-0557

$112.5MRegulatory AUM
7Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — EVERGREEN WEALTH ADVISORS shrank from 12 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2026 — EVERGREEN WEALTH ADVISORS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
April 2025 — EVERGREEN WEALTH ADVISORS shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
February 2025 — EVERGREEN WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — EVERGREEN MONEY ADVISORS is now doing business as EVERGREEN WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
June 2024 — EVERGREEN MONEY ADVISORS notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — EVERGREEN MONEY ADVISORS changed its website from evergreenmoneyadvisors.com to evergreenmoney.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — EVERGREEN MONEY ADVISORS moved its main office from MIAMI, FL to RALEIGH, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — EVERGREEN MONEY ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — EVERGREEN MONEY ADVISORS now reports custody of client assets ($15,658).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — EVERGREEN MONEY ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
77
April 2024 — EVERGREEN MONEY ADVISORS grew from 0 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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