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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- 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 |
|---|---|---|---|---|
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
| Green, David, Gary | I | PRESIDENT & CCO | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
6535 ANTHONY DRIVESUITE A
VICTOR, NY 14564
United States
Phone: 585-742-0271