EVERGREEN WEALTH MANAGEMENT, LLC
CRD #174090 SEC #801-125737 WILLIAMSTON, MI (517) 655-2118
SEC Registered
Total AUM
$211M
Discretionary
$211M
Employees
8
Clients
--
Accounts
1,458
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENSCH, DAVID, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| GORSLINE, JEFFREY, DALE | I | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
| HANLEY, STEPHEN, LAWRENCE | I | CHIEF INVESTMENT OFFICER & MEMBER | C | Control |
Registrations
Federal
IA
Sep 5, 2025 REGISTERED
Notice Filings (6)
FL IN MI NC OH TX
Address
319 W GRAND RIVER AVEWILLIAMSTON, MI 48895
United States
Phone: (517) 655-2118