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| Evergreen Wealth Management LLC
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|---|---|
| CRD # | 174090 |
| SEC # | 801-125737 |
| CIK # | 0001965292, 0002010098 |
| AUM | 248.7 M (2026-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 517-655-2118 |
| Address | 319 W Grand River Ave Williamston, MI 48895 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.8 | ||
| Pitney Bowes Inc /DE/ | 7.7 | ||
| Markel Corp | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Regeneron Pharmaceuticals Inc | 6.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
| Facebook Inc | 5.7 | ||
| Wellpoint Inc | 5.5 | ||
| Walt Disney Co | 4.8 | ||
| PIMCO Corporate & Income Opportunity Fund | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 655 | 147.5 |
| (b) Individuals (high net worth individuals) | 49 | 101.2 |
| (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 | 1 | 0.1 |
| (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 | 1,512 | 248.7 |
| By Discretionary | ||
| Discretionary | 1,512 | 248.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,512 | 248.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.7 | |
| Total | 1,512 | 248.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965292] | |
| 13F-HR | [0002010098] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prairie Rivers Investments LLC
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IL | 249.3 M |
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E Batoff & Co Inc
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Guided Capital Wealth Management LLC
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TX | 249.2 M |
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Emergent Wealth Advisors LLC
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NY | 249.1 M |
|
Michael Brady & Co LLC
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OH | 248.6 M |
|
Tribeca Financial LLC
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AZ | 248.3 M |
|
DWD Portfolio Solutions Inc
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PA | 248.3 M |
|
Luedtke & Associates LLC
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|
248.2 M | |
|
MLP3 LLC
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NJ | 248.1 M |
|
Cedar Point Capital Partners LLC
✚
|
IA | 248.1 M |