|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Evergreen Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174090 |
| SEC # | 801-125737 |
| CIK # | 0001965292, 0002010098 |
| AUM | $211.0 M (2025-03-14) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 517-655-2118 |
| Address | 319 W Grand River Ave Williamston, MI 48895 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965292 0002010098 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.4 | ||
| Walt Disney Co | 6.9 | ||
| Markel Corp | 6.8 | ||
| Facebook Inc | 6.7 | ||
| Alphabet Inc | 6.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
| Regeneron Pharmaceuticals Inc | 5.5 | ||
| Wellpoint Inc | 5.0 | ||
| PIMCO Corporate & Income Opportunity Fund | 4.6 | ||
| Microsoft Corp | 4.3 | ||
| VISA Inc | 3.7 | ||
| Johnson & Johnson | 3.3 | ||
| Joint Stock Co Kaspikz | 3.2 | ||
| Lockheed Martin Corp | 2.9 | ||
| Paypal Holdings Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Cisco Systems Inc | 2.4 | ||
| Medtronic Holdings Ltd | 2.4 | ||
| Nvidia Corp | 2.1 | ||
| Qualcomm Inc/DE | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 640 | 132.7 |
| (b) Individuals (high net worth individuals) | 39 | 78.3 |
| (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 | 1,458 | 211.0 |
| By Discretionary | ||
| Discretionary | 1,458 | 211.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,458 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 1,458 | 211.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965292] | |
| 13F-HR | [0002010098] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Cambridge Wealth Advisors LLC
✚
|
0.2 | |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
|
Argo Wealth Advisory LLC
✚
|
VA | 0.2 |
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Consilium LLC
✚
|
0.2 | |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Friday Financial Inc
✚
|
IA | 0.2 |