# Evergreen Wealth Advisors

> Evergreen Wealth Advisors is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 326535
- Filed as: EVERGREEN WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326535
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-advisors-raleigh-nc-326535

## 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.

**Where is Evergreen Wealth Advisors located?**
Evergreen Wealth Advisors' principal office is in Raleigh, NC, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Evergreen Wealth Advisors registered with the SEC or a state?**
Evergreen Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326535.

**How much does Evergreen Wealth Advisors manage?**
Evergreen Wealth Advisors reports $112,481,709 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Evergreen Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Evergreen Wealth Advisors: Regulatory assets under management: $102,763,142 in the October 2024 data and $112,481,709 in the October 2026 data, up 9%. Total employees: 12 in October 2024 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**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) (134); corporations or other businesses not listed above (14); high net worth individuals (8).

**Which custodians does Evergreen Wealth Advisors use?**
Evergreen Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/326535

**Does Evergreen Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated August 18, 2026 says: "Evergreen has a $100,000 minimum balance requirement to establish a relationship, which may be changed at the firm's discretion."

**What changed in Evergreen Wealth Advisors' recent Form ADV filings?**
In the September 2026 filing data: No longer lists an office in Plano, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Evergreen has a $100,000 minimum balance requirement to establish a relationship, which may be changed at the firm's discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $112,481,709
- Discretionary: $112,481,709
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $15,984,076 |
| High net worth individuals | 8 | $58,439,474 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 14 | $38,058,159 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 18 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- evergreen.ai
- evergreenmoney.com
- evergreenwealth.com
- Facebook @evergreen.ai.official
- Instagram @evergreen.ai.official

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $102,763,142 | 12 | August 2, 2024 |
| October 2025 | $107,622,368 | 26 | July 14, 2025 |
| October 2026 | $112,481,709 | 18 | September 16, 2026 |

Regulatory assets under management: $102,763,142 in the October 2024 data and $112,481,709 in the October 2026 data, up 9%.
Total employees: 12 in October 2024 and 18 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- No longer lists an office in Plano, TX.

### April 2026
- Employees performing advisory functions went from 12 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Advisors (CRD 326535): Form ADV filing data as of October 2026.