EVERGREEN WEALTH ADVISORS

EVERGREEN WEALTH ADVISORS of RALEIGH, NC is an SEC-registered investment adviser (CRD 326535). Regulatory assets under management: $112.5M.

Registration

• CRD: 326535
• SEC file number: 801-129001
• Type: Registered investment adviser
• Location: 305 CHURCH AT NORTH HILLS STREET, FLOOR 12, SUITE 1250, RALEIGH, NC, 27609
• Phone: 888-884-0557
• Latest filing: 2026-03-26
• Regulatory AUM: $112.5M
• Discretionary AUM: $112.5M
• Clients: 18
• Accounts: 357

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search