EVERGREEN WEALTH ADVISORY GROUP, LLC
CRD #140253 SEC #801-120888 SAN JOSE, CA 408-715-7881
SEC Registered
Total AUM
$124.9M
Discretionary
$98.5M
Employees
5
Clients
11
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $124.9M | $98.5M | $26.4M | 5 | 0 |
| Apr 2021 | $103.7M | $80.3M | $23.4M | 5 | 1 |
| Mar 2021 | $103.7M | $80.3M | $23.4M | 5 | 1 |
| Jun 2012 | $36.9M | $28M | $8.9M | 1 | 26 |
| May 2012 | $36.9M | $28M | $8.9M | 1 | 26 |
| Mar 2012 | $36.9M | $28M | $8.9M | 1 | 26 |
| Jan 2008 | $25.7M | $20.2M | $5.5M | 5 | -- |
| Jan 2008 | $25.7M | $20.2M | $5.5M | 5 | -- |
| Mar 2007 | $25.7M | $20.2M | $5.5M | 5 | -- |
| Jan 2007 | $25.7M | $20.2M | $5.5M | 5 | -- |
DateMar 2022
Total AUM$124.9M
Discretionary$98.5M
Non-Disc.$26.4M
Employees5
Clients0
DateApr 2021
Total AUM$103.7M
Discretionary$80.3M
Non-Disc.$23.4M
Employees5
Clients1
DateMar 2021
Total AUM$103.7M
Discretionary$80.3M
Non-Disc.$23.4M
Employees5
Clients1
DateJun 2012
Total AUM$36.9M
Discretionary$28M
Non-Disc.$8.9M
Employees1
Clients26
DateMay 2012
Total AUM$36.9M
Discretionary$28M
Non-Disc.$8.9M
Employees1
Clients26
DateMar 2012
Total AUM$36.9M
Discretionary$28M
Non-Disc.$8.9M
Employees1
Clients26
DateJan 2008
Total AUM$25.7M
Discretionary$20.2M
Non-Disc.$5.5M
Employees5
Clients--
DateJan 2008
Total AUM$25.7M
Discretionary$20.2M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2007
Total AUM$25.7M
Discretionary$20.2M
Non-Disc.$5.5M
Employees5
Clients--
DateJan 2007
Total AUM$25.7M
Discretionary$20.2M
Non-Disc.$5.5M
Employees5
Clients--