| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Jameson Gomes | Chief Compliance Officer | Under 5% | 2025 |
| Evergreen Wealth Corporation Control | Owner | Over 75% | 2023 |
| Paul Alan Bergholm Control | Treasurer | Under 5% | 2023 |
Evergreen Wealth Advisors reports $107.6 million in regulatory assets under management on its Form ADV.
Evergreen Wealth Advisors reports 26 employees.
Evergreen Wealth Advisors is based in Raleigh, NC and has been SEC-registered since 2023.
Evergreen Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 305 Church at North Hills Street, Floor 12, Suite 1250, Raleigh, NC 27609 |
| Phone | 888-884-0557 |
| Fax | NA |
| Office hours | 9-5 Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $107.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $107.6M |