EVERGREEN RIA, LLC

EVERGREEN RIA, LLC is an SEC-registered investment adviser (CRD 324526). Regulatory assets under management: $12.8M.

Registration

• CRD: 324526
• Type: Registered investment adviser
• Phone: 941-900-6644
• Latest filing: 2026-03-31
• Regulatory AUM: $12.8M
• Non-discretionary AUM: $12.8M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324526 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search