EVERGREEN WEALTH SOLUTIONS, LLC
CRD #299407 SEC #801-114485 WILLIAMSPORT, PA 570-601-6960
SEC Registered
Total AUM
$460.9M
Discretionary
$449.3M
Employees
10
Clients
251
Accounts
1,424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $460.9M | $449.3M | $11.7M | 10 | 0 |
| Jul 2025 | $460.9M | $449.3M | $11.7M | 10 | 0 |
| Mar 2025 | $460.9M | $449.3M | $11.7M | 10 | 0 |
| Mar 2024 | $390.6M | $381.2M | $9.3M | 9 | 0 |
| Jul 2023 | $323.2M | $317.1M | $6.1M | 9 | 0 |
| Mar 2023 | $323.2M | $317.1M | $6.1M | 9 | 0 |
| Mar 2022 | $338.2M | $332.4M | $5.8M | 9 | 0 |
| Mar 2021 | $245.4M | $243.2M | $2.2M | 7 | 0 |
| Jun 2020 | $204M | $203.9M | $55.6K | 6 | 0 |
| Mar 2020 | $204M | $203.9M | $55.6K | 6 | 0 |
| May 2019 | $153.3M | $153.3M | $0 | 6 | 0 |
| May 2019 | $153.3M | $153.3M | $0 | 6 | 0 |
| Nov 2018 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$460.9M
Discretionary$449.3M
Non-Disc.$11.7M
Employees10
Clients0
DateJul 2025
Total AUM$460.9M
Discretionary$449.3M
Non-Disc.$11.7M
Employees10
Clients0
DateMar 2025
Total AUM$460.9M
Discretionary$449.3M
Non-Disc.$11.7M
Employees10
Clients0
DateMar 2024
Total AUM$390.6M
Discretionary$381.2M
Non-Disc.$9.3M
Employees9
Clients0
DateJul 2023
Total AUM$323.2M
Discretionary$317.1M
Non-Disc.$6.1M
Employees9
Clients0
DateMar 2023
Total AUM$323.2M
Discretionary$317.1M
Non-Disc.$6.1M
Employees9
Clients0
DateMar 2022
Total AUM$338.2M
Discretionary$332.4M
Non-Disc.$5.8M
Employees9
Clients0
DateMar 2021
Total AUM$245.4M
Discretionary$243.2M
Non-Disc.$2.2M
Employees7
Clients0
DateJun 2020
Total AUM$204M
Discretionary$203.9M
Non-Disc.$55.6K
Employees6
Clients0
DateMar 2020
Total AUM$204M
Discretionary$203.9M
Non-Disc.$55.6K
Employees6
Clients0
DateMay 2019
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0