EVERGREEN WEALTH ADVISORS, INC.

EVERGREEN WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 136947). Regulatory assets under management: $96.8M.

Registration

• CRD: 136947
• SEC file number: 801-64734
• Type: Registered investment adviser
• Phone: (925) 293-2778
• Latest filing: 2026-03-19
• Regulatory AUM: $96.8M
• Discretionary AUM: $95.9M
• Non-discretionary AUM: $993K
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136947 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search