# EVERGREEN WEALTH MANAGEMENT

EVERGREEN WEALTH MANAGEMENT of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 313909
- Type: SEC-registered investment adviser
- Location: 399 BOYLSTON ST, BOSTON, MA, 02116
- Phone: 978-495-6848
- Latest filing: 2026-01-07
- Regulatory AUM: $62.5M
- Discretionary AUM: $62.5M
- Clients: 1
- Accounts: 124

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313909/similar
- Related entities: https://search.stillhousedata.com/firm/313909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313909

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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.