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Ever Green Wealth Management, LLC

● SEC registered since 2019CRD 297459SEC# 801-117694Victor, NY
Export (members)
Reg. AUM
$63.1M
Employees
1
Accounts
581
Location
Victor, NY

Ever Green Wealth Management, LLC assets under management

Ever Green Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Victor, NY. The firm has been registered since 2019. It reports $63.1 million in regulatory assets under management and employs 1 people.
facebook.com/evergreenwmllc.comView on SEC.gov ↗

Ever Green Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Gary Green ControlPresident & CcoOver 75%2018

Frequently asked questions

How much does Ever Green Wealth Management, LLC manage?

Ever Green Wealth Management, LLC reports $63.1 million in regulatory assets under management on its Form ADV.

How many employees does Ever Green Wealth Management, LLC have?

Ever Green Wealth Management, LLC reports 1 employees.

Where is Ever Green Wealth Management, LLC located?

Ever Green Wealth Management, LLC is based in Victor, NY and has been SEC-registered since 2019.

Does Ever Green Wealth Management, LLC disclose fund performance?

Ever Green Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6535 Anthony Drive, Suite a, Victor, NY 14564
Phone585-742-0271
Fax585-270-3768
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$63.1M
Non-discretionary$0
Total (RAUM)$63.1M