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Evergreen Wealth Solutions, LLC

● SEC registered since 2019CRD 299407SEC# 801-114485Williamsport, PA
Export (members)
Reg. AUM
$460.9M
Employees
10
Accounts
1,424
Location
Williamsport, PA

Evergreen Wealth Solutions, LLC assets under management

Evergreen Wealth Solutions, LLC is a registered investment adviser overseen by the SEC based in Williamsport, PA. The firm has been registered since 2019. It reports $460.9 million in regulatory assets under management and employs 10 people.
www.evergreenwealthsolutions.comView on SEC.gov ↗

Evergreen Wealth Solutions, LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew C Harris ControlChief Compliance Officer, Managing MemberOver 75%2018

Frequently asked questions

How much does Evergreen Wealth Solutions, LLC manage?

Evergreen Wealth Solutions, LLC reports $460.9 million in regulatory assets under management on its Form ADV.

How many employees does Evergreen Wealth Solutions, LLC have?

Evergreen Wealth Solutions, LLC reports 10 employees.

Where is Evergreen Wealth Solutions, LLC located?

Evergreen Wealth Solutions, LLC is based in Williamsport, PA and has been SEC-registered since 2019.

Does Evergreen Wealth Solutions, LLC disclose fund performance?

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

Contact & registration

Address1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701
Phone570-601-6960
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$449.3M
Non-discretionary$11.7M
Total (RAUM)$460.9M