The EVERGREEN WEALTH ADVISORS is a privately held investment adviser that advises $112.48mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EVERGREEN WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 9.46% over the last 2-years.
The Group has been registered with the SEC for 2.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 305 CHURCH AT NORTH HILLS STREET FLOOR 12, SUITE 1250, RALEIGH, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 7 investment and 11 non-investment staff. The total number of Employees increased by 50% over the last 2-years.
Their $112.48mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $58.44mn or 51.95% of Total Assets and Corporations or Other Businesses own $38.06mn or 33.83% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
EVERGREEN WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.