EVERGREEN WEALTH ADVISORS
CRD #326535 SEC #801-129001 RALEIGH, NC 888-884-0557
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
26
Clients
--
Accounts
779
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Nov 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Jul 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Jul 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Apr 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Mar 2025 | $107.6M | $107.6M | $0 | 26 | 0 |
| Jan 2025 | $110.5M | $110.5M | $0 | 16 | 0 |
| Nov 2024 | $110.5M | $110.5M | $0 | 14 | 0 |
| Nov 2024 | $110.5M | $110.5M | $0 | 14 | 0 |
| Nov 2024 | $110.5M | $110.5M | $0 | 14 | 0 |
| Aug 2024 | $102.8M | $102.8M | $0 | 12 | 0 |
| May 2024 | $102.8M | $102.8M | $0 | 12 | 0 |
| May 2024 | $102.8M | $102.8M | $0 | 12 | 0 |
| Mar 2024 | $102.8M | $102.8M | $0 | 12 | 0 |
| Mar 2024 | $102.8M | $102.8M | $0 | 12 | 0 |
DateDec 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateNov 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateJul 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateJul 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateApr 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees26
Clients0
DateJan 2025
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees16
Clients0
DateNov 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees12
Clients0