# Evergreen Wealth Advisors

> Evergreen Wealth Advisors is a state-registered investment advisory firm in Durango, CO, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2024.

- CRD: 155966
- Filed as: EVERGREEN WEALTH ADVISORS
- Legal name: Evergreen Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durango, CO
- Filing period: October 2026
- Form ADV filing dated: March 29, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155966
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-advisors-durango-co-155966

## Quick answers

**How is Evergreen Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Evergreen Wealth Advisors located?**
Evergreen Wealth Advisors' principal office is in Durango, CO, according to its Form ADV.

**Is Evergreen Wealth Advisors registered with the SEC or a state?**
Evergreen Wealth Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 155966.

**How much does Evergreen Wealth Advisors manage?**
Evergreen Wealth Advisors reports $46,200,000 in regulatory assets under management in its Form ADV filing dated March 29, 2024 (100% discretionary).

**What types of clients does Evergreen Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (17); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Evergreen Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155966

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $46,200,000
- Discretionary: $46,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $18,750,000 |
| High net worth individuals | 17 | $26,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $950,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- evergreenwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Advisors (CRD 155966): Form ADV filing data as of October 2026.