RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
HARRIS, ANDREW, CICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control

Registrations

Federal

IA
Nov 3, 2025 REGISTERED

Notice Filings (9)

CO FL NC NH NJ NY OH PA TX

Address

1000 COMMERCE PARK DRIVE
SUITE 416
WILLIAMSPORT, PA 17701
United States
Phone: 570-601-6960