Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC is an SEC-registered mass-market adviser in Williamston, MI with $248.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Evergreen Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174090, SEC 801-125737, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $248.7M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Williamston, MI
- Employees
- 8
- Clients
- 706
- CRD
- 174090
- Ownership
- GORSLINE, JEFFREY, DALE; HANLEY, STEPHEN, LAWRENCE; BENSCH, DAVID, C
How much AUM does Evergreen Wealth Management, LLC have?
Evergreen Wealth Management, LLC reported $248.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Evergreen Wealth Management, LLC?
Disclosed owners and executives of Evergreen Wealth Management, LLC include GORSLINE, JEFFREY, DALE, HANLEY, STEPHEN, LAWRENCE, BENSCH, DAVID, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.