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| Happy Holidays!! thanks for using AUM13F!! |
| Evergreen Wealth Solutions LLC
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| CRD # | 299407 |
| SEC # | 801-114485 |
| CIK # | 0001904432 |
| AUM | $460.9 M (2025-07-24) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 570-601-6960 |
| Address | 1000 Commerce Park Drive Williamsport, PA 17701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904432 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.8 | ||
| Apple Inc | 4.9 | ||
| Microsoft Corp | 3.4 | ||
| MicroStrategy Inc | 2.2 | ||
| Alphabet Inc | 2.1 | ||
| Ciena Corp | 2.0 | ||
| Amazon Com Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Facebook Inc | 1.5 | ||
| Mastercard Inc | 1.4 | ||
| Verizon Communications Inc | 1.4 | ||
| International Business Machines Corp | 1.3 | ||
| Broadcom Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 183.6 |
| (b) Individuals (high net worth individuals) | 115 | 263.7 |
| (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 | 1.2 |
| (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 | 18 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,424 | 460.9 |
| By Discretionary | ||
| Discretionary | 1,405 | 449.3 |
| Non-Discretionary | 19 | 11.7 |
| Total | 1,424 | 460.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.9 | |
| Total | 1,424 | 460.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904432] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prism Advisors Inc
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|
CA | 0.5 |
|
Autopilot Advisers LLC
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|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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TX | 0.5 |
|
Aquire Wealth Advisors LLC
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UT | 0.5 |
|
Lifemark Securities Corp
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|
NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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|
OR | 0.5 |
|
Synergy Investment Management LLC
✚
|
FL | 0.5 |
|
ACT Wealth Management LLC
✚
|
TX | 0.5 |
|
van Leeuwen & Associates Inc
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|
KY | 0.5 |
|
Lowe Wealth Advisors LLC
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|
MD | 0.5 |