# Evergreen Wealth Advisors, Inc.

> Evergreen Wealth Advisors, Inc. is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 136947
- Filed as: EVERGREEN WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136947
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947

## Quick answers

**How is Evergreen Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evergreen Wealth Advisors, Inc. located?**
Evergreen Wealth Advisors, Inc.'s principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Evergreen Wealth Advisors, Inc. registered with the SEC or a state?**
Evergreen Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 136947.

**How much does Evergreen Wealth Advisors, Inc. manage?**
Evergreen Wealth Advisors, Inc. reports $96,846,102 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (99% discretionary).

**What types of clients does Evergreen Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (5).

**Does Evergreen Wealth Advisors, Inc. 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/136947

## 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: $96,846,102
- Discretionary: $95,852,752
- Non-discretionary: $993,350

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,163,811 |
| High net worth individuals | 21 | $93,552,296 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $903,397 |
| Corporations or other businesses not listed above | Fewer than 5 | $226,598 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Advisors, Inc. (CRD 136947): Form ADV filing data as of October 2026.