Ever Green Wealth Management, LLC
Ever Green Wealth Management, LLC is an SEC-registered mass-market adviser in Victor, NY with $80.3M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Ever Green Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297459, SEC 801-117694, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $80.3M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Victor, NY
- Employees
- 1
- Clients
- 363
- CRD
- 297459
- Ownership
- Green, David, Gary
How much AUM does Ever Green Wealth Management, LLC have?
Ever Green Wealth Management, LLC reported $80.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Ever Green Wealth Management, LLC?
Disclosed owners and executives of Ever Green Wealth Management, LLC include Green, David, Gary. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.