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| Keyboard |
| Ever Green Wealth Management LLC
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|---|---|
| CRD # | 297459 |
| SEC # | 801-117694 |
| CIK # | |
| AUM | 80.3 M (2026-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-742-0271 |
| Address | 6535 Anthony Drive Victor, NY 14564 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 68.0 |
| (b) Individuals (high net worth individuals) | 12 | 12.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 648 | 80.3 |
| By Discretionary | ||
| Discretionary | 648 | 80.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 648 | 80.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.3 | |
| Total | 648 | 80.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Proxy Wealth Advisors LLC
✚
|
FL | 83.3 M |
|
HYJC Capital of WNY LLC
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NY | 82.6 M |
|
Winthrop Partners - EPA LLC
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NY | 82.2 M |
|
Londinium Asset Management Ltd
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|
82.0 M | |
|
Minerva Wealth Advisory LLC
✚
|
NY | 79.5 M |
|
Queenbridge Capital LLC
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|
NY | 79.1 M |
|
Amazz Investment Management Inc
✚
|
NY | 78.3 M |
|
RSD Advisors LLC
✚
|
78.1 M | |
|
Maureen A Whelan
✚
|
77.4 M | |
|
GPS Financial LLC
✚
|
NY | 77.3 M |