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| Evergreen Wealth Management LLC
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|
|
|---|---|
| CRD # | 174090 |
| SEC # | 801-125737 |
| CIK # | 0001965292 |
| AUM | $142.9 MM (2023-03-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 517-655-2118 |
| Address | 319 W Grand River Ave Williamston, MI 48895 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MKL | 17,609.0 | 3.5 | |
| AMZN | 1,092,997.8 | 3.2 | |
| GOOGL | 1,475,138.5 | 3.1 | |
| PTY | 1,428.1 | 3.0 | |
| MSFT | 1,918,222.4 | 2.6 | |
| JNJ | 465,600.2 | 2.6 | |
| AVGO | 201,282.9 | 2.6 | |
| LMT | 111,953.9 | 2.4 | |
| DHIL | 556.1 | 2.2 | |
| EXPD | 16,411.4 | 2.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 561 | 103.5 |
| (b) Individuals (high net worth individuals) | 21 | 39.1 |
| (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 | 0.3 |
| (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 | 1,243 | 142.9 |
| By Discretionary | ||
| Discretionary | 1,243 | 142.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,243 | 142.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.9 | |
| Total | 1,243 | 142.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001965292] |
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|---|---|---|
|
Kelley Investments LLC
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CA | 0.1 |
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Cambridge Wealth Advisors LLC
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GA | 0.1 |
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Clark Monroe Blackman LLC
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TX | 0.1 |
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Croak Asset Management LLC
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OH | 0.1 |
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Dunhill Financial LLC
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0.1 | |
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Emergent Wealth Advisors LLC
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NY | 0.1 |
|
Retirement Plan Fiduciaries LLC
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TX | 0.1 |
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Hendershott Wealth Management LLC
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CA | 0.1 |
|
Investment Management Corporation
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VA | 0.1 |
|
Modern Capital Advisors LLC
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NC | 0.1 |