EVER GREEN WEALTH MANAGEMENT, LLC

EVER GREEN WEALTH MANAGEMENT, LLC of VICTOR, NY is an SEC-registered investment adviser (CRD 297459). Regulatory assets under management: $80.3M.

Registration

• CRD: 297459
• SEC file number: 801-117694
• Type: Registered investment adviser
• Location: 6535 ANTHONY DRIVE, SUITE A, VICTOR, NY, 14564
• Phone: 585-742-0271
• Latest filing: 2026-03-06
• Regulatory AUM: $80.3M
• Discretionary AUM: $80.3M
• Clients: 1
• Accounts: 648

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search