# Evergreen Wealth Management, LLC > Evergreen Wealth Management, LLC is an SEC-registered investment advisory firm in Williamston, MI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026. - CRD: 174090 - Filed as: EVERGREEN WEALTH MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Williamston, MI - Filing period: October 2026 - Form ADV filing dated: March 20, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174090 - AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-management-llc-williamston-mi-174090 ## Quick answers **How is Evergreen Wealth Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Evergreen Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. **Where is Evergreen Wealth Management, LLC located?** Evergreen Wealth Management, LLC's principal office is in Williamston, MI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F). **Is Evergreen Wealth Management, LLC registered with the SEC or a state?** Evergreen Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 174090. **How much does Evergreen Wealth Management, LLC manage?** Evergreen Wealth Management, LLC reports $248,707,109 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary). **How have Evergreen Wealth Management, LLC's assets and staff changed since 2022?** In the Form ADV data for Evergreen Wealth Management, LLC: Regulatory assets under management: $119,432,938 in the October 2022 data and $248,707,109 in the October 2026 data, up 108%. Total employees: 7 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Evergreen Wealth Management, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (655); high net worth individuals (49); charitable organizations (1). **Which custodians does Evergreen Wealth Management, LLC use?** Evergreen Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets. **Does Evergreen Wealth Management, LLC 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/174090 **What changed in Evergreen Wealth Management, LLC's recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $211,031,724 to $248,707,109 (+18%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Goldman Sachs Custody Solutions 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: $248,707,109 - Discretionary: $248,707,109 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 655 | $147,464,332 | | High net worth individuals | 49 | $101,159,721 | | 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) | 0 | $0 | | Charitable organizations | 1 | $71,267 | | 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 | 1 | $11,789 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Pension consulting services ### Firm details - Registered since: 2022 (4 years) - Employees: 8 total, 5 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, IN, MI, NC, OH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Perrysburg, OH - Williamston, MI ### Websites listed on Form ADV (Item 1.I) - investevergreen.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2022 | $119,432,938 | 7 | June 20, 2022 | | October 2023 | $142,919,041 | 7 | March 21, 2023 | | October 2024 | $174,529,984 | 7 | September 12, 2024 | | October 2025 | $211,031,724 | 7 | March 14, 2025 | | October 2026 | $248,707,109 | 8 | March 20, 2026 | Regulatory assets under management: $119,432,938 in the October 2022 data and $248,707,109 in the October 2026 data, up 108%. Total employees: 7 in October 2022 and 8 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $211,031,724 to $248,707,109 (+18%). ### December 2025 - Employees performing advisory functions went from 4 to 5. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Management, LLC (CRD 174090): Form ADV filing data as of October 2026.