# EVERGREEN WEALTH MANAGEMENT, LLC

EVERGREEN WEALTH MANAGEMENT, LLC of WILLIAMSTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 174090
- Type: SEC-registered investment adviser
- SEC file number: 801-125737
- Location: 319 W GRAND RIVER AVE, WILLIAMSTON, MI, 48895
- Phone: (517) 655-2118
- Latest filing: 2026-03-20
- Regulatory AUM: $248.7M
- Discretionary AUM: $248.7M
- Clients: 8
- Accounts: 1,512

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Dale Gorsline | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | Perrysburg, OH |
| Stephen Lawrence Hanley | CHIEF INVESTMENT OFFICER & MEMBER | — |
| David C Bensch | CHIEF COMPLIANCE OFFICER | — |
| HANLEY STEPHEN LAWRENCE | CHIEF INVESTMENT OFFICER & MEMBER | — |
| GORSLINE JEFFREY DALE | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | — |
| BENSCH DAVID C | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PERRYSBURG | OH | 2 | 517-655-2118 |
| PERRYSBURG | OH | 2 | 517-655-2118 |
| WILLIAMSTON | MI | 1 | 517-655-2118 |
| WILLIAMSTON | MI | 1 | 517-655-2118 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174090/similar
- Related entities: https://search.stillhousedata.com/firm/174090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.