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Evergreen Wealth Management, LLC

● SEC registered since 2022CRD 174090SEC# 801-125737Williamston, MI
Export (members)
Reg. AUM
$211M
Employees
7
Accounts
1,458
Location
Williamston, MI

Evergreen Wealth Management, LLC assets under management

Evergreen Wealth Management, LLC operates as an SEC-registered investment adviser based in Williamston, MI. The firm has been registered since 2022. It reports $211 million in regulatory assets under management and employs 7 people.
www.www.investevergreen.comView on SEC.gov ↗

Evergreen Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
David C Bensch ControlChief Compliance OfficerUnder 5%2021
Jeffrey Dale Gorsline ControlInvestment Advisor Representative & Member25-50%2014
Stephen Lawrence Hanley ControlChief Investment Officer & Member25-50%2014

Frequently asked questions

How much does Evergreen Wealth Management, LLC manage?

Evergreen Wealth Management, LLC reports $211 million in regulatory assets under management on its Form ADV.

How many employees does Evergreen Wealth Management, LLC have?

Evergreen Wealth Management, LLC reports 7 employees.

Where is Evergreen Wealth Management, LLC located?

Evergreen Wealth Management, LLC is based in Williamston, MI and has been SEC-registered since 2022.

Does Evergreen Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address319 W Grand River Ave, Williamston, MI 48895
Phone(517) 655-2118
Fax(517) 947-5942
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$211M
Non-discretionary$0
Total (RAUM)$211M