EVER GREEN WEALTH MANAGEMENT, LLC
CRD #297459 SEC #801-117694 VICTOR, NY 585-742-0271
SEC Registered
Total AUM
$63.1M
Discretionary
$63.1M
Employees
1
Clients
251
Accounts
581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $63.1M | $63.1M | $0 | 1 | 0 |
| Feb 2024 | $57.7M | $57.7M | $0 | 2 | 0 |
| Mar 2023 | $48.2M | $48.2M | $0 | 3 | 0 |
| Apr 2022 | $49.7M | $49.7M | $0 | 2 | 0 |
| Feb 2022 | $49.7M | $49.7M | $0 | 2 | 0 |
| Sep 2021 | $41.4M | $41.4M | $0 | 3 | 0 |
| Mar 2021 | $41.4M | $41.4M | $0 | 3 | 0 |
| Jun 2020 | $30.1M | $30.1M | $0 | 3 | 0 |
| Apr 2020 | $30.1M | $30.1M | $0 | 3 | 0 |
| Apr 2020 | $32.1M | $32.1M | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2018 | $15.2M | $15.2M | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$15.2M
Discretionary$15.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0