Evergreen Wealth Management LLC

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Assets, Funds, Holdings

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Evergreen Wealth Management LLC
CRD #174090
SEC #801-125737
CIK #0001965292, 0002010098
AUM $174.5 MM (2024-03-19)
Employees 7 (57% Investors, 0% Brokers)
Phone517-655-2118
Address319 W Grand River Ave
Williamston, MI 48895
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
2502001501005002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMZN 1,092,997.8 6.6
META 434,852.0 6.2
GOOGL 1,475,138.5 5.4
AVGO 201,282.9 5.1
MKL 17,609.0 5.0
MSFT 1,918,222.4 4.0
PTY 1,428.1 3.7
TSM 437,370.3 3.4
QCOM 147,392.0 3.0
EXPD 16,411.4 2.7
View All
Holdings by Sector ($MM)
16012896643202021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 608 119.1
(b) Individuals (high net worth individuals) 28 55.0
(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 2 0.4
(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 1 0.0
(n) Other 0 0.0
Total 1,307 174.5
By Discretionary
Discretionary 1,307 174.5
Non-Discretionary 0 0.0
Total 1,307 174.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 174.5
Total 1,307 174.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001965292]
13F-HR [0002010098]
Comparable Firms State AUM ($BB)
Family Fiduciary Services Inc
MA 0.2
Entrewealth LLC
TX 0.2
PKS Investment Advisors LLC
MD 0.2
Glenorchy Capital Limited
0.2
Arista Advisory Group LLC
NY 0.2
Redwood Financial Planning LLC
NJ 0.2
Southport Station Financial Management LLC
CT 0.2
Williams Financial LLC
VT 0.2
Radix Financial LLC
0.2
Iadvise Partners LLC
NY 0.2
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