# Evergreen Wealth Services

> Evergreen Wealth Services is a state-registered investment advisory firm in Mooresville, NC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 307675
- Filed as: EVERGREEN WEALTH SERVICES
- Legal name: Evergreen Wealth Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mooresville, NC
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307675
- AdvisorCensus page: https://advisorcensus.com/firm/evergreen-wealth-services-mooresville-nc-307675

## Quick answers

**How is Evergreen Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), Evergreen Wealth Services reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Evergreen Wealth Services located?**
Evergreen Wealth Services' principal office is in Mooresville, NC, according to its Form ADV.

**Is Evergreen Wealth Services registered with the SEC or a state?**
Evergreen Wealth Services is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307675.

**How much does Evergreen Wealth Services manage?**
Evergreen Wealth Services reports $30,463,655 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Evergreen Wealth Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Evergreen Wealth Services 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/307675

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,463,655
- Discretionary: $30,463,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $30,463,655 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [evergreenwealthservices.com](https://evergreenwealthservices.com)
- Facebook @EvergreenWealthServices
- LinkedIn @evergreen-wealth-services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Evergreen Wealth Services (CRD 307675): Form ADV filing data as of October 2026.