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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| BERGHOLM, PAUL, ALAN | I | TREASURER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Caraker, Austen, Lee | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOMES, COREY, JAMESON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | NA | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN MONEY CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| EVERGREEN WEALTH CORPORATION | DE | OWNER | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | PRESIDENT/CEO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN WEALTH CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN MONEY CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN WEALTH CORPORATION | E | Control |
| HARRIS, WILLIAM, HAMILTON | I | EVERGREEN WEALTH CORPORATION | E | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
305 CHURCH AT NORTH HILLS STREETFLOOR 12, SUITE 1250
RALEIGH, NC 27609
United States
Phone: 888-884-0557