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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHENG, VICTOR, G | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHENG, VICTOR, G | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 1, 2022 REGISTERED
Notice Filings (2)
CA TX
Address
101 METRO DR.STE 650
SAN JOSE, CA 95110
United States
Phone: 408-715-7881